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JWM

Jupiter Wealth Management Portfolio holdings

AUM $253M
1-Year Est. Return 32.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$730K
2
+$442K
3
+$438K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$409K
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$406K

Top Sells

1
+$455K
2
+$454K
3
+$427K
4
CMG icon
Chipotle Mexican Grill
CMG
+$398K
5
MSFT icon
Microsoft
MSFT
+$264K

Sector Composition

1 Technology 26.62%
2 Financials 16.58%
3 Communication Services 15.41%
4 Consumer Discretionary 10.56%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$843K 0.4%
3,675
52
$831K 0.39%
32,600
53
$725K 0.34%
9,865
54
$679K 0.32%
734
-105
55
$608K 0.29%
2,000
56
$588K 0.28%
15,000
+11,000
57
$571K 0.27%
6,000
58
$569K 0.27%
1,804
59
$564K 0.27%
5,000
60
$551K 0.26%
8,500
+1,000
61
$539K 0.25%
10,000
+5,000
62
$539K 0.25%
1,683
63
$528K 0.25%
7,000
+2,000
64
$524K 0.25%
1,750
+250
65
$448K 0.21%
1,260
+610
66
$410K 0.19%
+15,000
67
$393K 0.19%
1,821
68
$386K 0.18%
808
69
$371K 0.18%
+7,000
70
$366K 0.17%
4,375
71
$336K 0.16%
16,621
72
$334K 0.16%
14,300
73
$314K 0.15%
8,000
-8,850
74
$308K 0.15%
5,889
75
$300K 0.14%
500
1 2
3
4