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
$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
GOOG icon
51
Alphabet (Google) Class C
GOOG
$3.15T
$588K 0.36%
3,500
XOM icon
52
Exxon Mobil
XOM
$492B
$532K 0.32%
5,000
MDT icon
53
Medtronic
MDT
$120B
$522K 0.32%
6,000
-6,000
IWO icon
54
iShares Russell 2000 Growth ETF
IWO
$13.4B
$461K 0.28%
1,683
ZS icon
55
Zscaler
ZS
$51.1B
$379K 0.23%
+1,500
JPM icon
56
JPMorgan Chase
JPM
$818B
$379K 0.23%
1,429
+387
VIG icon
57
Vanguard Dividend Appreciation ETF
VIG
$99.1B
$363K 0.22%
1,821
NLY icon
58
Annaly Capital Management
NLY
$14.3B
$318K 0.19%
16,070
+1,035
CRSP icon
59
CRISPR Therapeutics
CRSP
$6.15B
$290K 0.18%
7,500
GPIX icon
60
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$1.66B
$285K 0.17%
5,889
-2,085
CAT icon
61
Caterpillar
CAT
$245B
$285K 0.17%
808
-450
VNQ icon
62
Vanguard Real Estate ETF
VNQ
$34.6B
$260K 0.16%
2,874
DD icon
63
DuPont de Nemours
DD
$33.9B
$207K 0.13%
3,000
CPNG icon
64
Coupang
CPNG
$56.8B
$179K 0.11%
6,597
LNG icon
65
Cheniere Energy
LNG
$48.3B
$140K 0.08%
600
LRCX icon
66
Lam Research
LRCX
$191B
$126K 0.08%
1,500
AI icon
67
C3.ai
AI
$2.46B
$116K 0.07%
5,000
-6,250
SNPE icon
68
Xtrackers S&P 500 ESG ETF
SNPE
$2.18B
$111K 0.07%
2,087
-900
UNP icon
69
Union Pacific
UNP
$128B
$110K 0.07%
479
ADBE icon
70
Adobe
ADBE
$148B
– –
-1,000
AMGN icon
71
Amgen
AMGN
$157B
– –
-1,000
ASML icon
72
ASML
ASML
$401B
– –
-600
CCJ icon
73
Cameco
CCJ
$38.4B
– –
-10,000
CRWD icon
74
CrowdStrike
CRWD
$132B
– –
-350
CVX icon
75
Chevron
CVX
$313B
– –
-1,700
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