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
$142M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.04M
3
+$1.76M
4
FDX icon
FedEx
FDX
+$1.56M
5
AVGO icon
Broadcom
AVGO
+$1.27M

Top Sells

1
+$6.57M
2
+$5.58M
3
+$4.06M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.95M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.43M

Sector Composition

1 Consumer Discretionary 21.39%
2 Financials 19.93%
3 Technology 13.71%
4 Communication Services 13.59%
5 Healthcare 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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