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
$193M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$381K
2
+$312K
3
+$307K
4
XOM icon
Exxon Mobil
XOM
+$305K
5
TSM icon
TSMC
TSM
+$301K

Top Sells

1
+$2.33M
2
+$1.47M
3
+$1.1M
4
CRWD icon
CrowdStrike
CRWD
+$1.08M
5
WFC icon
Wells Fargo
WFC
+$915K

Sector Composition

1 Technology 21.04%
2 Consumer Discretionary 19.69%
3 Financials 16.03%
4 Communication Services 12.75%
5 Healthcare 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$268K 0.14%
337
77
$250K 0.13%
+8,000
78
$243K 0.13%
16,450
79
$212K 0.11%
3,611
80
$206K 0.11%
5,000
81
$190K 0.1%
+514
82
$181K 0.09%
4,729
83
$175K 0.09%
20,000
84
$117K 0.06%
888
85
$110K 0.06%
5,000
+1,000
86
$100K 0.05%
+3,211
87
– –
-2,500
88
– –
-33,400
89
– –
-12,000
90
– –
-3,844
91
– –
-30,000
92
– –
-2,500
93
– –
-4,000
94
– –
-2,092
95
– –
-6,000
96
– –
-1,400
97
– –
-1,550
98
– –
-2,025
1 2 3
4