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
$200M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.11M
3
+$1.46M
4
NFLX icon
Netflix
NFLX
+$847K
5
AVGO icon
Broadcom
AVGO
+$689K

Top Sells

1
+$2.96M
2
+$2.1M
3
+$994K
4
STZ icon
Constellation Brands
STZ
+$878K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$672K

Sector Composition

1 Technology 24.95%
2 Communication Services 12.94%
3 Consumer Discretionary 12.63%
4 Financials 11.9%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$838K 0.42%
7,359
-795
52
$828K 0.42%
16,299
53
$759K 0.38%
3,775
54
$677K 0.34%
12,000
+7,000
55
$667K 0.33%
3,500
56
$604K 0.3%
+10,000
57
$581K 0.29%
9,865
58
$580K 0.29%
2,000
59
$552K 0.28%
2,907
-1,260
60
$538K 0.27%
5,000
61
$530K 0.27%
578
62
$514K 0.26%
+10,000
63
$507K 0.25%
6,000
-7,000
64
$484K 0.24%
1,683
65
$483K 0.24%
+10,000
66
$456K 0.23%
1,258
67
$454K 0.23%
2,250
68
$445K 0.22%
1,000
+500
69
$416K 0.21%
600
-125
70
$394K 0.2%
+7,974
71
$387K 0.19%
+11,250
72
$357K 0.18%
1,821
73
$329K 0.16%
+1,000
74
$310K 0.16%
1,905
-563
75
$295K 0.15%
7,500
1 2
3
4