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
$172M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$5.13M
3
+$5.02M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$4.61M
5
ITB icon
iShares US Home Construction ETF
ITB
+$4.18M

Top Sells

1
+$7.54M
2
+$6.83M
3
+$4.83M
4
ROK icon
Rockwell Automation
ROK
+$4.43M
5
MMM icon
3M
MMM
+$4.39M

Sector Composition

1 Consumer Discretionary 16.9%
2 Financials 15.6%
3 Communication Services 13.61%
4 Technology 12.19%
5 Healthcare 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10M 5.84%
42,818
-6,697
2
$9.25M 5.39%
140,480
-20
3
$9.07M 5.28%
106,024
+4,245
4
$8.1M 4.71%
54,594
+1,330
5
$7.92M 4.61%
36,211
-2,055
6
$7.9M 4.6%
45,245
+42,886
7
$7.09M 4.13%
26,402
-12,293
8
$6.77M 3.94%
59,260
+27,180
9
$6.06M 3.53%
50,233
+2,113
10
$5.51M 3.21%
52,279
-1,362
11
$5.4M 3.15%
93,975
+70,575
12
$5.13M 2.99%
+90,285
13
$5.02M 2.93%
+130,806
14
$4.83M 2.81%
53,999
+608
15
$4.67M 2.72%
25,547
+3
16
$4.61M 2.68%
+74,560
17
$4.44M 2.58%
70,953
-35,949
18
$4.43M 2.58%
11,566
+394
19
$4.3M 2.5%
71,609
-37,812
20
$4.18M 2.43%
+116,698
21
$4M 2.33%
+66,985
22
$3.95M 2.3%
45,589
+2,280
23
$3.63M 2.12%
+95,946
24
$3.16M 1.84%
20,200
+1,045
25
$3.01M 1.76%
11
1
2 3 4