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
$189M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.14M
3
+$1.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.08M
5
BAC icon
Bank of America
BAC
+$865K

Top Sells

1
+$1.61M
2
+$1.29M
3
+$1.02M
4
UNH icon
UnitedHealth
UNH
+$871K
5
TSLA icon
Tesla
TSLA
+$477K

Sector Composition

1 Technology 20.73%
2 Consumer Discretionary 13.75%
3 Communication Services 12.02%
4 Financials 11.16%
5 Healthcare 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$266K 0.14%
5,000
77
$261K 0.14%
21,421
78
$257K 0.14%
23,675
79
$244K 0.13%
+2,000
80
$240K 0.13%
+5,000
81
$235K 0.12%
3,000
82
$220K 0.12%
1,000
-1,050
83
$216K 0.11%
+390
84
$152K 0.08%
+1,000
85
$148K 0.08%
5,000
86
$142K 0.07%
6,597
87
$141K 0.07%
2,987
88
$137K 0.07%
2,500
-29,248
89
$137K 0.07%
1,500
90
$133K 0.07%
+2,000
91
$120K 0.06%
20,000
92
$118K 0.06%
479
93
$112K 0.06%
574
-6,613
94
– –
-700
95
– –
-2,000
96
– –
-1,920
97
– –
-1,654
1 2 3
4