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
$212M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.65M
3
+$1.48M
4
NOW icon
ServiceNow
NOW
+$1.19M
5
CRWD icon
CrowdStrike
CRWD
+$1.08M

Top Sells

1
+$3.19M
2
+$1.98M
3
+$1.41M
4
NVDA icon
NVIDIA
NVDA
+$1.15M
5
MOS icon
The Mosaic Company
MOS
+$1.08M

Sector Composition

1 Technology 20.1%
2 Consumer Discretionary 18.94%
3 Financials 17.57%
4 Communication Services 12.6%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$294K 0.14%
472
77
$292K 0.14%
1,102
78
$292K 0.14%
2,500
79
$276K 0.13%
337
80
$275K 0.13%
3,750
81
$272K 0.13%
+3,837
82
$262K 0.12%
+4,000
83
$247K 0.12%
16,450
84
$245K 0.12%
3,611
+2,859
85
$240K 0.11%
2,092
-5,230
86
$197K 0.09%
5,000
87
$195K 0.09%
+30,000
88
$173K 0.08%
4,729
89
$172K 0.08%
20,000
90
$137K 0.06%
+4,000
91
$124K 0.06%
888
-760
92
$100K 0.05%
+2,025
93
– –
-1,383
94
– –
-5,000
95
– –
-133
96
– –
-3,000
97
– –
-6,753
1 2 3
4