JWM

Jupiter Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 19.86%
This Quarter Est. Return
1 Year Est. Return
+19.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$5.62M
3
+$4.48M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$4.04M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.7M

Top Sells

1
+$1.43M
2
+$1.18M
3
+$934K
4
CVS icon
CVS Health
CVS
+$631K
5
MPC icon
Marathon Petroleum
MPC
+$581K

Sector Composition

1 Technology 19.9%
2 Consumer Discretionary 13.98%
3 Communication Services 10.09%
4 Financials 9.65%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$698K 0.45%
+6,548
52
$613K 0.4%
15,000
53
$551K 0.36%
2,450
-450
54
$544K 0.35%
10,000
55
$536K 0.35%
2,000
56
$529K 0.34%
+9,865
57
$519K 0.34%
5,000
-9,000
58
$429K 0.28%
2,500
59
$419K 0.27%
2,475
+1,000
60
$399K 0.26%
7,500
61
$389K 0.25%
10,000
62
$375K 0.24%
2,800
+800
63
$360K 0.23%
1,500
64
$358K 0.23%
+1,683
65
$343K 0.22%
2,000
+1,200
66
$319K 0.21%
+4,215
67
$314K 0.2%
475
-150
68
$293K 0.19%
2,479
-2,893
69
$290K 0.19%
+1,821
70
$262K 0.17%
700
-1,200
71
$243K 0.16%
+5,000
72
$233K 0.15%
23,675
+75
73
$231K 0.15%
21,009
+434
74
$224K 0.15%
13,176
+926
75
$206K 0.13%
3,000
1 2
3
4