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
$198M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.33M
3
+$997K
4
KBH icon
KB Home
KBH
+$984K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$947K

Top Sells

1
+$542K
2
+$494K
3
+$264K
4
CMG icon
Chipotle Mexican Grill
CMG
+$242K
5
DD icon
DuPont de Nemours
DD
+$207K

Sector Composition

1 Technology 26.67%
2 Financials 16.63%
3 Communication Services 14.59%
4 Consumer Discretionary 11.28%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.11%
+1,000
77
$211K 0.11%
3,624
+1,537
78
$201K 0.1%
+650
79
$179K 0.09%
+4,000
80
$169K 0.09%
+5,000
81
$160K 0.08%
1,500
82
$152K 0.08%
+200
83
$139K 0.07%
600
84
$133K 0.07%
+750
85
$130K 0.07%
+1,200
86
$130K 0.07%
+5,100
87
$129K 0.07%
+750
88
$120K 0.06%
+4,600
89
$108K 0.05%
+250
90
$107K 0.05%
479
91
– –
-6,597
92
– –
-5,000
93
– –
-7,170
1 2 3
4