JWM

Jupiter Wealth Management Portfolio holdings

AUM $212M
1-Year Est. Return 28.1%
This Quarter Est. Return
1 Year Est. Return
+28.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$379K
3
+$134K
4
CROX icon
Crocs
CROX
+$129K
5
MS icon
Morgan Stanley
MS
+$104K

Top Sells

1
+$3.01M
2
+$2.53M
3
+$2.34M
4
MSFT icon
Microsoft
MSFT
+$1.62M
5
AMZN icon
Amazon
AMZN
+$1.47M

Sector Composition

1 Technology 24.27%
2 Financials 18.95%
3 Communication Services 13.8%
4 Consumer Discretionary 11.32%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$588K 0.36%
3,500
52
$532K 0.32%
5,000
53
$522K 0.32%
6,000
-6,000
54
$461K 0.28%
1,683
55
$379K 0.23%
+1,500
56
$379K 0.23%
1,429
+387
57
$363K 0.22%
1,821
58
$318K 0.19%
16,070
+1,035
59
$290K 0.18%
7,500
60
$285K 0.17%
5,889
-2,085
61
$285K 0.17%
808
-450
62
$260K 0.16%
2,874
63
$207K 0.13%
7,170
64
$179K 0.11%
6,597
65
$140K 0.08%
600
66
$126K 0.08%
1,500
67
$116K 0.07%
5,000
-6,250
68
$111K 0.07%
2,087
-900
69
$110K 0.07%
479
70
– –
-190
71
– –
-1,000
72
– –
-1,000
73
– –
-600
74
– –
-10,000
75
– –
-350
1 2
3
4