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
$195M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.75M
3 +$758K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$614K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$458K

Top Sells

1 +$38.5M
2 +$2.37M
3 +$2.04M
4
JPC icon
Nuveen Preferred & Income Opportunities Fund
JPC
+$1.4M
5
BAC icon
Bank of America
BAC
+$790K

Sector Composition

1 Technology 22.82%
2 Consumer Discretionary 13.77%
3 Communication Services 11.01%
4 Financials 10.59%
5 Healthcare 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,000
102
-20,000
103
-23,675