JWM

Jupiter Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 19.86%
This Quarter Est. Return
1 Year Est. Return
+19.86%
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
+$2.12M
2
+$1.91M
3
+$1.29M
4
KBH icon
KB Home
KBH
+$1.18M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.17M

Top Sells

1
+$710K
2
+$404K
3
+$305K
4
DD icon
DuPont de Nemours
DD
+$207K
5
CMG icon
Chipotle Mexican Grill
CMG
+$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
COF icon
76
Capital One
COF
$143B
$217K 0.11%
+1,000
SNPE icon
77
Xtrackers S&P 500 ESG ETF
SNPE
$2.18B
$211K 0.11%
3,624
+1,537
GLD icon
78
SPDR Gold Trust
GLD
$131B
$201K 0.1%
+650
ETH
79
Grayscale Ethereum Mini Trust ETF
ETH
$2.79B
$179K 0.09%
+4,000
BUG icon
80
Global X Cybersecurity ETF
BUG
$1.15B
$169K 0.09%
+5,000
LRCX icon
81
Lam Research
LRCX
$191B
$160K 0.08%
1,500
PH icon
82
Parker-Hannifin
PH
$97.7B
$152K 0.08%
+200
LNG icon
83
Cheniere Energy
LNG
$48.3B
$139K 0.07%
600
PANW icon
84
Palo Alto Networks
PANW
$147B
$133K 0.07%
+750
HOOD icon
85
Robinhood
HOOD
$124B
$130K 0.07%
+1,200
IBDX icon
86
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.28B
$130K 0.07%
+5,100
NOW icon
87
ServiceNow
NOW
$193B
$129K 0.07%
+150
IBDY icon
88
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$867M
$120K 0.06%
+4,600
CRWD icon
89
CrowdStrike
CRWD
$132B
$108K 0.05%
+250
UNP icon
90
Union Pacific
UNP
$128B
$107K 0.05%
479
AI icon
91
C3.ai
AI
$2.46B
– –
-5,000
CPNG icon
92
Coupang
CPNG
$56.8B
– –
-6,597
DD icon
93
DuPont de Nemours
DD
$33.9B
– –
-3,000
1 2 3
4