JWM
Jupiter Wealth Management Portfolio holdings
AUM
$198M
This Quarter Return
+10.28%
1 Year Return
+19.86%
3 Year Return
+80.3%
5 Year Return
+150.01%
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+11%)
Cap. Flow
+$7.06M
Cap. Flow
% of AUM
3.74%
Top 10 Holdings %
Top 10 Hldgs %
44.83%
Holding
98
New
12
Increased
27
Reduced
19
Closed
4
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.97M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.14M |
| 3 |
Citigroup
C
|
$1.12M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.08M |
| 5 |
Bank of America
BAC
|
$865K |
Top Sells
| 1 |
CVS Health
CVS
|
$1.61M |
| 2 |
JPMorgan Chase
JPM
|
$1.29M |
| 3 |
PepsiCo
PEP
|
$1.02M |
| 4 |
UnitedHealth
UNH
|
$871K |
| 5 |
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% |
