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
$187M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.1M
3
+$1.53M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$715K
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$388K

Top Sells

1
+$8.08M
2
+$4.82M
3
+$1.33M
4
OXY icon
Occidental Petroleum
OXY
+$1.27M
5
PYPL icon
PayPal
PYPL
+$1.08M

Sector Composition

1 Financials 23.31%
2 Consumer Discretionary 15.8%
3 Industrials 10.1%
4 Communication Services 9.81%
5 Healthcare 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$161K 0.09%
20,500
77
$148K 0.08%
11,500
78
$121K 0.06%
11,680
79
$117K 0.06%
20,500
80
$79K 0.04%
4,333
81
$4K ﹤0.01%
10,668
82
– –
-93,472
83
– –
-1,675
84
– –
-3,080
85
– –
-1,650
86
– –
-10,000
87
– –
-2,200
1 2 3
4