JWM
Jupiter Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
-2.8%
1 Year Return
+19.86%
3 Year Return
+80.3%
5 Year Return
+150.01%
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+32%)
Cap. Flow
+$38.8M
Cap. Flow
% of AUM
25.17%
Top 10 Holdings %
Top 10 Hldgs %
48.33%
Holding
92
New
24
Increased
26
Reduced
13
Closed
6
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$5.97M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$5.62M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$4.48M |
| 4 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$4.04M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$1.7M |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.43M |
| 2 |
JPS
Nuveen Preferred & Income Securities Fund
JPS
|
$1.18M |
| 3 |
Exxon Mobil
XOM
|
$934K |
| 4 |
CVS Health
CVS
|
$631K |
| 5 |
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% |
