JWM
Jupiter Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
+11.37%
1 Year Return
+19.86%
3 Year Return
+80.3%
5 Year Return
+150.01%
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(-29%)
Cap. Flow
-$59.6M
Cap. Flow
% of AUM
-42.05%
Top 10 Holdings %
Top 10 Hldgs %
48.77%
Holding
93
New
19
Increased
5
Reduced
40
Closed
23
Top Buys
| 1 |
Apple
AAPL
|
$5.53M |
| 2 |
Goldman Sachs
GS
|
$2.04M |
| 3 |
McDonald's
MCD
|
$1.76M |
| 4 |
FedEx
FDX
|
$1.56M |
| 5 |
Broadcom
AVGO
|
$1.27M |
Top Sells
| 1 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$6.57M |
| 2 |
iShares US Home Construction ETF
ITB
|
$5.58M |
| 3 |
Intel
INTC
|
$4.06M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.95M |
| 5 |
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% |
