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

Top Buys

1
+$4.66M
2
+$1.38M
3
+$1.26M
4
PNC icon
PNC Financial Services
PNC
+$1.04M
5
PCG icon
PG&E
PCG
+$763K

Top Sells

1
+$4.03M
2
+$1.13M
3
+$866K
4
MSFT icon
Microsoft
MSFT
+$750K
5
PSX icon
Phillips 66
PSX
+$749K

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
– –
-2,030
77
– –
-21,000
78
– –
-6,806
79
– –
-11,290
80
– –
-1,880
1 2 3
4