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
$225M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.48M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$816K

Top Sells

1
+$1.44M
2
+$1.39M
3
+$1.18M
4
LEN icon
Lennar Class A
LEN
+$1.06M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$588K

Sector Composition

1 Technology 25.9%
2 Financials 16.47%
3 Communication Services 16.17%
4 Consumer Discretionary 8.2%
5 Healthcare 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBDX icon
76
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.6B
$131K 0.06%
5,100
TOST icon
77
Toast
TOST
$16.3B
$131K 0.06%
+5,000
LNG icon
78
Cheniere Energy
LNG
$53B
$131K 0.06%
600
PLTR icon
79
Palantir
PLTR
$361B
$129K 0.06%
+1,000
VNQ icon
80
Vanguard Real Estate ETF
VNQ
$35.7B
$128K 0.06%
1,374
-1,500
UNP icon
81
Union Pacific
UNP
$144B
$125K 0.06%
479
IBDY icon
82
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.04B
$121K 0.05%
4,600
SNPE icon
83
Xtrackers S&P 500 ESG ETF
SNPE
$2.28B
$109K 0.05%
1,737
-1,887
CRWD icon
84
CrowdStrike
CRWD
$112B
$103K 0.05%
250
LEN icon
85
Lennar Class A
LEN
$23.5B
– –
-8,400
PHM icon
86
Pultegroup
PHM
$22.9B
– –
-10,900
XLF icon
87
State Street Financial Select Sector SPDR ETF
XLF
$46.7B
– –
-10,000
ETH
88
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.69B
– –
-15,000
BILL icon
89
BILL Holdings
BILL
$3.94B
– –
-7,000
CMG icon
90
Chipotle Mexican Grill
CMG
$42.4B
– –
-8,000
CROX icon
91
Crocs
CROX
$3.92B
– –
-4,375
CVS icon
92
CVS Health
CVS
$96.9B
– –
-7,000
DHI icon
93
D.R. Horton
DHI
$40.7B
– –
-750
HOOD icon
94
Robinhood
HOOD
$66.1B
– –
-1,160
IBIT icon
95
iShares Bitcoin Trust
IBIT
$55.3B
– –
-1,760
IBTF
96
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-14,300
INSM icon
97
Insmed
INSM
$30.1B
– –
-2,000
KBH icon
98
KB Home
KBH
$3.35B
– –
-18,500
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