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
$200M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$1.4M
3
+$1.36M
4
PNC icon
PNC Financial Services
PNC
+$1.01M
5
MRNA icon
Moderna
MRNA
+$886K

Top Sells

1
+$3.83M
2
+$1.13M
3
+$924K
4
NKE icon
Nike
NKE
+$898K
5
MSFT icon
Microsoft
MSFT
+$874K

Sector Composition

1 Financials 16.86%
2 Consumer Discretionary 16.43%
3 Communication Services 13.21%
4 Technology 12.35%
5 Healthcare 12.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 5.54%
42,462
-356
2
$10.9M 5.43%
138,860
-1,620
3
$9.38M 4.69%
36,040
-171
4
$9.24M 4.63%
96,639
-9,385
5
$8.84M 4.42%
49,408
-825
6
$8.7M 4.35%
41,115
-4,130
7
$8.55M 4.28%
53,480
-5,780
8
$8.17M 4.09%
26,184
-218
9
$8.11M 4.06%
54,219
-375
10
$6.57M 3.29%
94,085
+19,525
11
$6.47M 3.24%
124,796
-6,010
12
$6.12M 3.06%
51,950
-329
13
$5.71M 2.86%
93,465
-510
14
$5.59M 2.8%
100,075
+9,790
15
$5.58M 2.79%
116,251
-447
16
$5.22M 2.61%
150,864
+137,057
17
$4.95M 2.48%
71,088
+135
18
$4.84M 2.42%
25,397
-150
19
$4.53M 2.27%
70,940
+3,955
20
$4.48M 2.24%
12,258
+692
21
$4.13M 2.07%
98,588
+2,642
22
$3.95M 1.97%
45,589
23
$3.83M 1.92%
22,520
+2,320
24
$3.71M 1.86%
61,668
-9,941
25
$3.39M 1.7%
34,488
+672
1
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