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

Top Buys

1
+$2.62M
2
+$1.85M
3
+$927K
4
AAPL icon
Apple
AAPL
+$793K
5
TSM icon
TSMC
TSM
+$781K

Top Sells

1
+$3.52M
2
+$2.44M
3
+$1.44M
4
TSN icon
Tyson Foods
TSN
+$1.04M
5
BX icon
Blackstone
BX
+$705K

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
1 2 3
4