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
$200M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.11M
3
+$1.46M
4
NFLX icon
Netflix
NFLX
+$847K
5
AVGO icon
Broadcom
AVGO
+$689K

Top Sells

1
+$2.96M
2
+$2.1M
3
+$994K
4
STZ icon
Constellation Brands
STZ
+$878K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$672K

Sector Composition

1 Technology 24.95%
2 Communication Services 12.94%
3 Consumer Discretionary 12.63%
4 Financials 11.9%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.14%
15,035
+492
77
$261K 0.13%
1,000
78
$256K 0.13%
2,874
79
$250K 0.13%
1,042
+468
80
$246K 0.12%
1,700
81
$229K 0.11%
3,000
82
$159K 0.08%
2,987
83
$145K 0.07%
6,597
84
$129K 0.06%
600
85
$121K 0.06%
190
86
$120K 0.06%
+350
87
$109K 0.05%
479
88
$108K 0.05%
1,500
89
– –
-4,000
90
– –
-2,000
91
– –
-59,274
92
– –
-2,000
93
– –
-4,500
94
– –
-533
95
– –
-15,000
96
– –
-3,408
97
– –
-3,500
98
– –
-3,433
99
– –
-2,035
100
– –
-572
1 2 3
4