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
$163M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$2.62M
2 +$1.73M
3 +$923K
4
TSM icon
TSMC
TSM
+$897K
5
AAPL icon
Apple
AAPL
+$875K

Top Sells

1 +$3.52M
2 +$2.57M
3 +$1.45M
4
TSN icon
Tyson Foods
TSN
+$1.08M
5
GS icon
Goldman Sachs
GS
+$798K

Sector Composition

1 Consumer Discretionary 20.68%
2 Financials 16.67%
3 Technology 14.69%
4 Communication Services 14.27%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,000
77
-3,000
78
-24,550
79
-6,019
80
-3,750
81
-20,116