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
$170M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$462K
3
+$343K
4
ASML icon
ASML
ASML
+$341K
5
MSFT icon
Microsoft
MSFT
+$334K

Top Sells

1
+$104K
2
+$99.7K

Sector Composition

1 Technology 19.4%
2 Consumer Discretionary 14.86%
3 Financials 10.32%
4 Communication Services 9.84%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$820K 0.48%
5,682
+3,203
52
$768K 0.45%
6,548
53
$738K 0.43%
15,000
54
$700K 0.41%
925
+450
55
$688K 0.4%
10,000
56
$593K 0.35%
2,000
57
$572K 0.34%
9,865
58
$530K 0.31%
2,050
-400
59
$503K 0.3%
10,000
60
$500K 0.29%
5,000
61
$488K 0.29%
2,475
62
$477K 0.28%
1,920
+1,320
63
$470K 0.28%
7,500
64
$448K 0.26%
2,500
65
$444K 0.26%
1,500
66
$424K 0.25%
1,683
67
$395K 0.23%
2,800
68
$372K 0.22%
4,215
69
$341K 0.2%
2,000
70
$310K 0.18%
1,821
71
$280K 0.16%
700
72
$270K 0.16%
21,421
+412
73
$257K 0.15%
23,675
74
$255K 0.15%
13,176
75
$250K 0.15%
5,000
1 2
3
4