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
$142M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.04M
3
+$1.76M
4
FDX icon
FedEx
FDX
+$1.56M
5
AVGO icon
Broadcom
AVGO
+$1.27M

Top Sells

1
+$6.57M
2
+$5.58M
3
+$4.06M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.95M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.43M

Sector Composition

1 Consumer Discretionary 21.39%
2 Financials 19.93%
3 Technology 13.71%
4 Communication Services 13.59%
5 Healthcare 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.99M 6.34%
71,587
-25,052
2
$7.21M 5.08%
34,285
-6,830
3
$7.13M 5.03%
29,502
-12,960
4
$6.99M 4.93%
25,182
-10,858
5
$6.87M 4.85%
43,660
-9,820
6
$6.75M 4.76%
92,120
-46,740
7
$6.67M 4.7%
33,830
-15,578
8
$6.53M 4.6%
56,343
+21,855
9
$6.26M 4.41%
18,512
-7,672
10
$5.77M 4.07%
38,772
-15,447
11
$5.05M 3.56%
84,850
-15,225
12
$4.39M 3.09%
90,720
-34,076
13
$4.35M 3.07%
35,045
-16,905
14
$3.73M 2.63%
48,520
-22,568
15
$3.65M 2.58%
104,915
-45,949
16
$3.52M 2.48%
11
17
$3.51M 2.48%
21,100
-1,420
18
$3.19M 2.25%
15,000
-10,397
19
$3.06M 2.16%
7,985
-4,273
20
$2.99M 2.11%
21,590
+4,590
21
$2.86M 2.02%
62,563
-36,025
22
$2.35M 1.65%
39,428
-22,240
23
$2.04M 1.43%
+10,125
24
$1.76M 1.24%
+8,000
25
$1.64M 1.15%
114,110
+8,500
1
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