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
$202M
AUM Growth
-$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$902K
3
+$812K
4
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$636K
5
UNH icon
UnitedHealth
UNH
+$587K

Top Sells

1
+$7.05M
2
+$4.81M
3
+$1.16M
4
MMM icon
3M
MMM
+$1.09M
5
DOW icon
Dow Inc
DOW
+$577K

Sector Composition

1 Financials 22.68%
2 Consumer Discretionary 14.39%
3 Energy 9.62%
4 Industrials 9.59%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 5.95%
43,641
-213
2
$10.4M 5.17%
50,003
-187
3
$8.97M 4.44%
102,463
-554
4
$8.9M 4.41%
180,149
+660
5
$8.35M 4.14%
145,680
-820
6
$8.33M 4.13%
38,620
-2,272
7
$7.71M 3.82%
54,051
-102
8
$7.19M 3.56%
90,869
-181
9
$7.11M 3.52%
53,903
-162
10
$7.01M 3.47%
58,988
-349
11
$6.94M 3.44%
55,917
-136
12
$6.46M 3.2%
56,715
-51
13
$6.4M 3.17%
107,742
-347
14
$5.43M 2.69%
19,258
-103
15
$5.35M 2.65%
25,796
-213
16
$5.32M 2.64%
+103,939
17
$4.82M 2.39%
93,472
-11,178
18
$4.45M 2.21%
30,498
-7,455
19
$4.36M 2.16%
14
20
$4.22M 2.09%
59,584
-195
21
$4.18M 2.07%
26,133
-31
22
$4.06M 2.01%
11,324
-473
23
$3.91M 1.94%
21,324
+2
24
$3.89M 1.93%
39,080
+1,580
25
$3.52M 1.74%
41,604
+9,604
1
2 3 4