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
-$269K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.08M
3
+$523K
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$426K
5
AMGN icon
Amgen
AMGN
+$332K

Top Sells

1
+$3.42M
2
+$1.42M
3
+$821K
4
SCHW icon
Charles Schwab
SCHW
+$764K
5
AAPL icon
Apple
AAPL
+$763K

Sector Composition

1 Technology 22.77%
2 Consumer Discretionary 12.99%
3 Communication Services 11.16%
4 Financials 10.92%
5 Healthcare 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$267K 0.14%
23,675
77
$260K 0.14%
2,874
-1,281
78
$251K 0.13%
3,000
79
$238K 0.13%
2,000
80
$221K 0.12%
+400
81
$165K 0.09%
+6,000
82
$151K 0.08%
2,987
83
$149K 0.08%
1,500
-1,000
84
$139K 0.07%
+1,000
85
$138K 0.07%
1,500
86
$137K 0.07%
6,597
87
$129K 0.07%
2,000
88
$126K 0.07%
20,000
89
$122K 0.06%
574
90
$121K 0.06%
2,000
-500
91
$118K 0.06%
479
92
$112K 0.06%
700
-2,700
93
$110K 0.06%
+600
94
$107K 0.06%
190
-200
95
– –
-1,000
96
– –
-1,795
97
– –
-900
98
– –
-5,000
99
– –
-1,000
100
– –
-10,000
1 2 3
4