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
$202M
AUM Growth
-$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$902K
3
+$812K
4
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$636K
5
UNH icon
UnitedHealth
UNH
+$587K

Top Sells

1
+$7.05M
2
+$4.81M
3
+$1.16M
4
MMM icon
3M
MMM
+$1.09M
5
DOW icon
Dow Inc
DOW
+$577K

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
– –
-89,639
84
– –
-3,850
85
– –
-10,991
86
– –
-120,728
1 2 3
4