JWM
Jupiter Wealth Management Portfolio holdings
AUM $165M
AUM
$165M
AUM Growth
-$34.5M (-17%)
Cap. Flow
-$11.1M
Cap. Flow % of AUM
-6.74%
Top 10 Holdings %Top 10 Hldgs %
52.61%
Holding
91
New
2
Increased
8
Reduced
29
Closed
22
Top Buys
| 1 | $8.44M | |
| 2 | $379K | |
| 3 | $134K | |
| 4 | $129K | |
| 5 | $104K |
Top Sells
| 1 | $2.53M | |
| 2 | $1.62M | |
| 3 | $1.47M | |
| 4 | $1.43M | |
| 5 | $1.39M |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -56,750 | Closed | – | |||
| $0 | 0% | 0 -6,000 | Closed | – | |||
| $0 | 0% | 0 -12,000 | Closed | – | |||
| $0 | 0% | 0 -18,891 | Closed | – | |||
| $0 | 0% | 0 -10,000 | Closed | – | |||
| $0 | 0% | 0 -6,367 | Closed | – | |||
| $0 | 0% | 0 -190 | Closed | – | |||
| $0 | 0% | 0 -12,902 | Closed | – | |||
| $0 | 0% | 0 -7,359 | Closed | – | |||
| $0 | 0% | 0 -2,907 | Closed | – | |||
| $0 | 0% | 0 -2,250 | Closed | – | |||
| $0 | 0% | 0 -10,000 | Closed | – | |||
| $0 | 0% | 0 -18,980 | Closed | – | |||
| $0 | 0% | 0 -1,905 | Closed | – | |||
| $0 | 0% | 0 -1,000 | Closed | – |
