JWM

Jupiter Wealth Management Portfolio holdings

AUM $212M
1-Year Est. Return 28.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.85M
3
+$1.36M
4
ZBH icon
Zimmer Biomet
ZBH
+$1.08M
5
FCX icon
Freeport-McMoran
FCX
+$1.02M

Top Sells

1
+$2.67M
2
+$2.36M
3
+$2.34M
4
NKE icon
Nike
NKE
+$2.17M
5
AMZN icon
Amazon
AMZN
+$2.14M

Sector Composition

1 Technology 19.08%
2 Consumer Discretionary 16.75%
3 Financials 14.26%
4 Communication Services 12.99%
5 Healthcare 12.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$185K 0.12%
4,960
77
$144K 0.09%
+10,728
78
$141K 0.09%
20,000
79
$139K 0.09%
4,970
+1,759
80
$100K 0.06%
+2,025
81
– –
-337
82
– –
-20,000
83
– –
-5,000
84
– –
-888
85
– –
-3,611
86
– –
-514
87
– –
-7,946
88
– –
-2,000
89
– –
-7,400
90
– –
-5,000
91
– –
-1,350
92
– –
-3,059
93
– –
-4,173
94
– –
-8,000
1 2 3
4