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
-$269K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.08M
3
+$523K
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$426K
5
AMGN icon
Amgen
AMGN
+$332K

Top Sells

1
+$3.42M
2
+$1.42M
3
+$821K
4
SCHW icon
Charles Schwab
SCHW
+$764K
5
AAPL icon
Apple
AAPL
+$763K

Sector Composition

1 Technology 22.77%
2 Consumer Discretionary 12.99%
3 Communication Services 11.16%
4 Financials 10.92%
5 Healthcare 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$819K 0.43%
16,299
52
$792K 0.42%
845
-175
53
$623K 0.33%
6,648
-4,267
54
$610K 0.32%
9,865
55
$606K 0.32%
3,500
56
$593K 0.31%
5,000
-2,000
57
$575K 0.3%
533
-38
58
$552K 0.29%
2,250
59
$531K 0.28%
2,000
60
$519K 0.28%
1,500
61
$507K 0.27%
2,500
62
$504K 0.27%
7,340
+2,765
63
$478K 0.25%
1,683
64
$475K 0.25%
578
+103
65
$430K 0.23%
7,500
66
$426K 0.23%
+6,000
67
$363K 0.19%
7,500
+2,500
68
$346K 0.18%
1,821
69
$345K 0.18%
1,775
-75
70
$332K 0.18%
+1,000
71
$307K 0.16%
10,000
72
$307K 0.16%
1,705
73
$290K 0.15%
14,543
+456
74
$272K 0.14%
21,421
75
$269K 0.14%
5,000
1 2
3
4