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

Top Buys

1
+$2.38M
2
+$2.06M
3
+$1.64M
4
FDX icon
FedEx
FDX
+$1.24M
5
AVGO icon
Broadcom
AVGO
+$1.17M

Top Sells

1
+$6.57M
2
+$5.58M
3
+$4.07M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.95M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.56M

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
76
– –
-45,589
77
– –
-13,858
78
– –
-1,270
79
– –
-8,180
80
– –
-4,000
81
– –
-5,810
82
– –
-10,000
83
– –
-11,000
84
– –
-9,640
85
– –
-116,251
86
– –
-4,000
87
– –
-5,000
88
– –
-3,249
89
– –
-1,500
90
– –
-6,566
91
– –
-5,000
92
– –
-24,350
1 2 3
4