JWM

Jupiter Wealth Management Portfolio holdings

AUM $225M
1-Year Est. Return 30.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$299K
3
+$136K
4
CROX icon
Crocs
CROX
+$117K
5
MS icon
Morgan Stanley
MS
+$102K

Top Sells

1
+$3.01M
2
+$2.81M
3
+$2.34M
4
AMZN icon
Amazon
AMZN
+$1.54M
5
MSFT icon
Microsoft
MSFT
+$1.44M

Sector Composition

1 Technology 24.27%
2 Financials 18.95%
3 Communication Services 13.8%
4 Consumer Discretionary 11.32%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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