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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
$253M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$2.79M
3
+$1.36M
4
AMZN icon
Amazon
AMZN
+$925K
5
AVGO icon
Broadcom
AVGO
+$821K

Top Sells

1
+$819K
2
+$782K
3
+$526K
4
CCI icon
Crown Castle
CCI
+$516K
5
NKE icon
Nike
NKE
+$463K

Sector Composition

1 Technology 26.89%
2 Communication Services 18.15%
3 Financials 14.77%
4 Consumer Discretionary 7.7%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RKT icon
76
Rocket Companies
RKT
$37B
$277K 0.11%
+20,000
LNG icon
77
Cheniere Energy
LNG
$50.6B
$251K 0.1%
1,050
+450
EEM icon
78
iShares MSCI Emerging Markets ETF
EEM
$30.1B
$249K 0.1%
3,700
-75
SNPE icon
79
Xtrackers S&P 500 ESG ETF
SNPE
$2.74B
$226K 0.09%
3,324
+1,587
BUG icon
80
Global X Cybersecurity ETF
BUG
$1.1B
$153K 0.06%
5,000
VNQ icon
81
Vanguard Real Estate ETF
VNQ
$38.1B
$132K 0.05%
1,374
IBDX icon
82
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.67B
$128K 0.05%
5,100
UNP icon
83
Union Pacific
UNP
$162B
$127K 0.05%
479
PMM
84
Putnam Managed Municipal Income
PMM
$269M
$126K 0.05%
+20,000
HAL icon
85
Halliburton
HAL
$33.1B
$123K 0.05%
+3,000
IBDY icon
86
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.13B
$118K 0.05%
4,600
CCJ icon
87
Cameco
CCJ
$44B
$115K 0.05%
+1,000
TOST icon
88
Toast
TOST
$14.4B
$112K 0.04%
5,000
COP icon
89
ConocoPhillips
COP
$143B
$106K 0.04%
+900
PLTR icon
90
Palantir
PLTR
$307B
$104K 0.04%
800
-200
COF icon
91
Capital One
COF
$115B
– –
-1,500
CRWD icon
92
CrowdStrike
CRWD
$174B
– –
-250
PANW icon
93
Palo Alto Networks
PANW
$228B
– –
-1,500
V icon
94
Visa
V
$613B
– –
-500
ZS icon
95
Zscaler
ZS
$20.9B
– –
-1,750
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