JWM

Jupiter Wealth Management Portfolio holdings

AUM $225M
1-Year Est. Return 30.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.33M
3
+$997K
4
KBH icon
KB Home
KBH
+$984K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$947K

Top Sells

1
+$542K
2
+$494K
3
+$264K
4
CMG icon
Chipotle Mexican Grill
CMG
+$242K
5
DD icon
DuPont de Nemours
DD
+$207K

Sector Composition

1 Technology 26.67%
2 Financials 16.63%
3 Communication Services 14.59%
4 Consumer Discretionary 11.28%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$821K 0.41%
839
+190
52
$820K 0.41%
32,600
53
$733K 0.37%
16,850
-4,750
54
$711K 0.36%
3,500
55
$705K 0.36%
9,865
56
$612K 0.31%
+8,760
57
$610K 0.31%
2,000
58
$557K 0.28%
6,000
59
$538K 0.27%
5,000
60
$524K 0.26%
1,804
+375
61
$513K 0.26%
1,683
62
$454K 0.23%
+6,000
63
$430K 0.22%
7,500
64
$427K 0.22%
+1,750
65
$417K 0.21%
1,500
66
$382K 0.19%
1,821
67
$365K 0.18%
4,375
-4,850
68
$347K 0.18%
16,621
+551
69
$334K 0.17%
808
70
$334K 0.17%
+14,300
71
$330K 0.17%
+5,000
72
$300K 0.15%
5,889
73
$290K 0.15%
+500
74
$264K 0.13%
+5,000
75
$258K 0.13%
2,874
1 2
3
4