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
$189M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.14M
3
+$1.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.08M
5
BAC icon
Bank of America
BAC
+$865K

Top Sells

1
+$1.61M
2
+$1.29M
3
+$1.02M
4
UNH icon
UnitedHealth
UNH
+$871K
5
TSLA icon
Tesla
TSLA
+$477K

Sector Composition

1 Technology 20.73%
2 Consumer Discretionary 13.75%
3 Communication Services 12.02%
4 Financials 11.16%
5 Healthcare 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$813K 0.43%
7,000
+2,000
52
$805K 0.43%
6,548
53
$804K 0.43%
+16,299
54
$764K 0.4%
10,000
55
$599K 0.32%
3,500
+700
56
$598K 0.32%
9,865
57
$581K 0.31%
+2,250
58
$553K 0.29%
+3,400
59
$546K 0.29%
571
+434
60
$537K 0.28%
2,000
61
$525K 0.28%
2,500
62
$517K 0.27%
1,500
63
$501K 0.27%
+1,795
64
$438K 0.23%
1,683
65
$400K 0.21%
7,500
66
$363K 0.19%
+475
67
$347K 0.18%
1,850
+1,150
68
$338K 0.18%
4,155
-60
69
$326K 0.17%
1,821
70
$324K 0.17%
+2,500
71
$300K 0.16%
10,000
72
$282K 0.15%
+900
73
$281K 0.15%
1,705
-770
74
$277K 0.15%
14,087
+911
75
$276K 0.15%
4,575
+2,550
1 2
3
4