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
$170M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$497K
2 +$462K
3 +$343K
4
ASML icon
ASML
ASML
+$341K
5
MSFT icon
Microsoft
MSFT
+$334K

Top Sells

1 +$104K
2 +$99.7K

Sector Composition

1 Technology 19.4%
2 Consumer Discretionary 14.86%
3 Financials 10.32%
4 Communication Services 9.84%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$231K 0.14%
3,000
77
$179K 0.11%
5,000
78
$130K 0.08%
2,987
79
$122K 0.07%
20,000
80
$120K 0.07%
137
81
$118K 0.07%
479
82
$117K 0.07%
1,500
83
$115K 0.07%
700
84
$107K 0.06%
6,597
85
$106K 0.06%
2,025