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
$198M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.56M
3
+$1.86M
4
META icon
Meta Platforms (Facebook)
META
+$1.7M
5
CVS icon
CVS Health
CVS
+$1.11M

Top Sells

1
+$3.37M
2
+$1.79M
3
+$1.5M
4
LMT icon
Lockheed Martin
LMT
+$1.45M
5
KO icon
Coca-Cola
KO
+$1.1M

Sector Composition

1 Financials 20.6%
2 Consumer Discretionary 18.71%
3 Technology 14.94%
4 Communication Services 13.93%
5 Healthcare 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$242K 0.12%
2,000
77
$241K 0.12%
+1,648
78
$229K 0.12%
+16,000
79
$220K 0.11%
+5,000
80
$163K 0.08%
4,960
81
$129K 0.07%
+196
82
$123K 0.06%
15,000
83
$112K 0.06%
500
-1,190
84
– –
-3,384
85
– –
-20,000
86
– –
-20,000
87
– –
-8,000
88
– –
-20,030
89
– –
-6,000
1 2 3
4