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
$200M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$4.75M
2 +$1.4M
3 +$1.36M
4
PNC icon
PNC Financial Services
PNC
+$1.01M
5
MRNA icon
Moderna
MRNA
+$886K

Top Sells

1 +$3.83M
2 +$1.13M
3 +$924K
4
NKE icon
Nike
NKE
+$898K
5
MSFT icon
Microsoft
MSFT
+$874K

Sector Composition

1 Financials 16.86%
2 Consumer Discretionary 16.43%
3 Communication Services 13.21%
4 Technology 12.35%
5 Healthcare 12.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-21,000
77
-750
78
-6,806
79
-11,290
80
-9,400