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
$172M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$6.16M
3
+$5.2M
4
VZ icon
Verizon
VZ
+$5.17M
5
ITB icon
iShares US Home Construction ETF
ITB
+$5M

Top Sells

1
+$7.54M
2
+$6.83M
3
+$4.83M
4
ROK icon
Rockwell Automation
ROK
+$4.49M
5
MMM icon
3M
MMM
+$4.39M

Sector Composition

1 Consumer Discretionary 16.9%
2 Financials 15.6%
3 Communication Services 13.61%
4 Technology 12.19%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-17,330
77
– –
-10,668
78
– –
-5,960
79
– –
-115,476
80
– –
-4,333
81
– –
-58,958
82
– –
-5,500
83
– –
-8,000
84
– –
-20,975
85
– –
-19,106
86
– –
-4,400
87
– –
-2,000
88
– –
-54,339
89
– –
-3,460
90
– –
-28,926
91
– –
-16,500
92
– –
-69,824
93
– –
-20,500
94
– –
-4,499
95
– –
-25,345
96
– –
-85,575
97
– –
-5,000
98
– –
-50,000
1 2 3
4