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
$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%
4,729
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
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-8,000
82
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-337
83
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-20,000
84
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85
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86
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87
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88
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89
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90
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91
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92
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-7,946
93
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94
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1 2 3
4