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JWM

Jupiter Wealth Management Portfolio holdings

AUM $253M
1-Year Est. Return 32.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.44%
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
76
$288K 0.14%
+2,000
77
$263K 0.12%
2,874
78
$255K 0.12%
1,250
+500
79
$218K 0.1%
3,624
80
$213K 0.1%
1,000
81
$211K 0.1%
+1,550
82
$202K 0.1%
+3,775
83
$201K 0.09%
1,500
84
$176K 0.08%
5,000
85
$166K 0.08%
1,160
-40
86
$152K 0.07%
200
87
$141K 0.07%
600
88
$131K 0.06%
5,100
89
$127K 0.06%
+750
90
$123K 0.06%
250
91
$121K 0.06%
4,600
92
$114K 0.05%
1,760
-7,000
93
$113K 0.05%
479
94
– –
-6,000
95
– –
-750
96
– –
-1,750
1 2 3
4