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
$207M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$978K
3
+$534K
4
MU icon
Micron Technology
MU
+$518K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$507K

Top Sells

1
+$1.56M
2
+$1M
3
+$995K
4
CDNS icon
Cadence Design Systems
CDNS
+$915K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$715K

Sector Composition

1 Financials 23.9%
2 Consumer Discretionary 14.96%
3 Industrials 9.83%
4 Communication Services 9.42%
5 Healthcare 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$232K 0.11%
+8,000
77
$228K 0.11%
28,120
+7,620
78
$226K 0.11%
+14,015
79
$207K 0.1%
+5,000
80
$150K 0.07%
11,500
81
$147K 0.07%
20,500
82
$125K 0.06%
11,680
83
$79K 0.04%
4,333
84
$2K ﹤0.01%
10,668
85
– –
-1,934
86
– –
-1,247
87
– –
-17,000
88
– –
-5,000
1 2 3
4