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
$195M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.75M
3
+$758K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$614K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$458K

Top Sells

1
+$38.5M
2
+$2.37M
3
+$2.04M
4
JPC icon
Nuveen Preferred & Income Opportunities Fund
JPC
+$1.4M
5
BAC icon
Bank of America
BAC
+$790K

Sector Composition

1 Technology 22.82%
2 Consumer Discretionary 13.77%
3 Communication Services 11.01%
4 Financials 10.59%
5 Healthcare 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$263K 0.13%
3,500
+1,500
77
$259K 0.13%
500
+100
78
$254K 0.13%
+2,000
79
$250K 0.13%
1,700
+1,000
80
$216K 0.11%
+3,433
81
$162K 0.08%
+572
82
$162K 0.08%
6,597
83
$157K 0.08%
2,987
84
$145K 0.07%
+2,035
85
$126K 0.06%
2,000
86
$122K 0.06%
1,500
87
$121K 0.06%
574
88
$120K 0.06%
190
89
$118K 0.06%
479
90
$117K 0.06%
+4,000
91
$108K 0.06%
600
92
$106K 0.05%
+150
93
– –
-7,500
94
– –
-1,500
95
– –
-6,000
96
– –
-10,000
97
– –
-182,794
98
– –
-2,000
99
– –
-205,787
100
– –
-21,421
1 2 3
4
5