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
$212M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$730K
2
+$442K
3
+$438K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$409K
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$406K

Top Sells

1
+$455K
2
+$454K
3
+$427K
4
CMG icon
Chipotle Mexican Grill
CMG
+$398K
5
MSFT icon
Microsoft
MSFT
+$264K

Sector Composition

1 Technology 26.62%
2 Financials 16.58%
3 Communication Services 15.41%
4 Consumer Discretionary 10.56%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INSM icon
76
Insmed
INSM
$30.1B
$288K 0.14%
+2,000
VNQ icon
77
Vanguard Real Estate ETF
VNQ
$35.7B
$263K 0.12%
2,874
PANW icon
78
Palo Alto Networks
PANW
$136B
$255K 0.12%
1,250
+500
SNPE icon
79
Xtrackers S&P 500 ESG ETF
SNPE
$2.28B
$218K 0.1%
3,624
COF icon
80
Capital One
COF
$112B
$213K 0.1%
1,000
PSX icon
81
Phillips 66
PSX
$69.2B
$211K 0.1%
+1,550
EEM icon
82
iShares MSCI Emerging Markets ETF
EEM
$27.5B
$202K 0.1%
+3,775
LRCX icon
83
Lam Research
LRCX
$265B
$201K 0.09%
1,500
BUG icon
84
Global X Cybersecurity ETF
BUG
$844M
$176K 0.08%
5,000
HOOD icon
85
Robinhood
HOOD
$66.1B
$166K 0.08%
1,160
-40
PH icon
86
Parker-Hannifin
PH
$112B
$152K 0.07%
200
LNG icon
87
Cheniere Energy
LNG
$53B
$141K 0.07%
600
IBDX icon
88
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.6B
$131K 0.06%
5,100
DHI icon
89
D.R. Horton
DHI
$40.7B
$127K 0.06%
+750
CRWD icon
90
CrowdStrike
CRWD
$112B
$123K 0.06%
250
IBDY icon
91
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.04B
$121K 0.06%
4,600
IBIT icon
92
iShares Bitcoin Trust
IBIT
$55.3B
$114K 0.05%
1,760
-7,000
UNP icon
93
Union Pacific
UNP
$144B
$113K 0.05%
479
CCJ icon
94
Cameco
CCJ
$47B
– –
-6,000
NOW icon
95
ServiceNow
NOW
$119B
– –
-750
ORCL icon
96
Oracle
ORCL
$446B
– –
-1,750
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