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
$209M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.11M
3
+$1.02M
4
ZTS icon
Zoetis
ZTS
+$745K
5
CMC icon
Commercial Metals
CMC
+$644K

Top Sells

1
+$2.74M
2
+$2.01M
3
+$1.64M
4
AVGO icon
Broadcom
AVGO
+$1.09M
5
UBER icon
Uber
UBER
+$1.07M

Sector Composition

1 Financials 18.95%
2 Consumer Discretionary 18.31%
3 Technology 15.39%
4 Communication Services 13.15%
5 Healthcare 12.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.14%
+472
77
$286K 0.14%
2,500
78
$271K 0.13%
1,383
79
$264K 0.13%
+52,040
80
$263K 0.13%
337
+141
81
$245K 0.12%
16,450
+450
82
$224K 0.11%
1,648
83
$209K 0.1%
5,000
84
$171K 0.08%
20,000
+5,000
85
$166K 0.08%
4,729
86
$151K 0.07%
500
87
$109K 0.05%
+133
88
– –
-400
89
– –
-9,000
90
– –
-2,000
91
– –
-5,000
92
– –
-3,000
93
– –
-3,000
94
– –
-19,489
1 2 3
4