JWM
Jupiter Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
+3.81%
1 Year Return
+19.86%
3 Year Return
+80.3%
5 Year Return
+150.01%
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(+2.1%)
Cap. Flow
+$2.38M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
49.63%
Holding
101
New
8
Increased
23
Reduced
14
Closed
12
Top Buys
| 1 |
Invesco S&P MidCap Momentum ETF
XMMO
|
$2.34M |
| 2 |
iShares Bitcoin Trust
IBIT
|
$2.11M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.46M |
| 4 |
Netflix
NFLX
|
$847K |
| 5 |
Broadcom
AVGO
|
$689K |
Top Sells
| 1 |
Freeport-McMoran
FCX
|
$2.96M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$2.1M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$994K |
| 4 |
Constellation Brands
STZ
|
$878K |
| 5 |
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% |
