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
$208M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$10.5M
3 +$9.68M
4
NKE icon
Nike
NKE
+$9.19M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.09M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.77%
2 Consumer Discretionary 13.75%
3 Industrials 11.01%
4 Energy 9.28%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$77K 0.04%
+4,333
77
$19K 0.01%
+10,668