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
$154M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$5.62M
3
+$4.48M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$4.04M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.7M

Top Sells

1
+$1.43M
2
+$1.18M
3
+$934K
4
CVS icon
CVS Health
CVS
+$631K
5
MPC icon
Marathon Petroleum
MPC
+$581K

Sector Composition

1 Technology 19.9%
2 Consumer Discretionary 13.98%
3 Communication Services 10.09%
4 Financials 9.65%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$168K 0.11%
5,000
-6,000
77
$129K 0.08%
+600
78
$121K 0.08%
+2,987
79
$112K 0.07%
2,025
80
$111K 0.07%
20,000
81
$110K 0.07%
700
82
$109K 0.07%
+137
83
$103K 0.07%
+1,500
84
$101K 0.07%
+479
85
$101K 0.07%
6,597
86
– –
-15,000
87
– –
-14,000
88
– –
-2,000
89
– –
-184,852
90
– –
-17,000
91
– –
-1,250
1 2 3
4