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
$202M
AUM Growth
-$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$4.93M
3
+$883K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$809K
5
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$635K

Top Sells

1
+$7.05M
2
+$4.29M
3
+$1.16M
4
MMM icon
3M
MMM
+$1.15M
5
HD icon
Home Depot
HD
+$453K

Sector Composition

1 Financials 22.68%
2 Consumer Discretionary 14.39%
3 Energy 9.62%
4 Industrials 9.59%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$162K 0.08%
20,500
77
$155K 0.08%
20,500
78
$146K 0.07%
11,500
79
$124K 0.06%
11,680
80
$79K 0.04%
4,333
81
$5K ﹤0.01%
10,668
82
– –
-7,645
83
– –
-214,237
84
– –
-3,850
85
– –
-10,991
86
– –
-120,728
1 2 3
4