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
$163M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.73M
3
+$923K
4
TSM icon
TSMC
TSM
+$897K
5
AAPL icon
Apple
AAPL
+$875K

Top Sells

1
+$3.52M
2
+$2.57M
3
+$1.45M
4
TSN icon
Tyson Foods
TSN
+$1.08M
5
GS icon
Goldman Sachs
GS
+$798K

Sector Composition

1 Consumer Discretionary 20.68%
2 Financials 16.67%
3 Technology 14.69%
4 Communication Services 14.27%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 6.2%
71,591
+4
2
$8.35M 5.12%
62,940
+6,597
3
$8.04M 4.92%
36,140
+1,855
4
$7.72M 4.73%
88,100
-4,020
5
$7.61M 4.66%
32,480
-1,350
6
$7.36M 4.51%
45,200
+1,540
7
$6.79M 4.16%
37,490
+2,445
8
$6.69M 4.1%
25,182
9
$6.61M 4.05%
18,512
10
$6.52M 3.99%
29,057
-445
11
$6.46M 3.95%
94,200
+3,480
12
$6.1M 3.74%
38,772
13
$5.19M 3.18%
51,790
+3,270
14
$4.46M 2.73%
68,032
+5,469
15
$4.44M 2.72%
75,600
-9,250
16
$3.45M 2.11%
23,250
+1,660
17
$3.37M 2.07%
20,030
+15,530
18
$3.36M 2.06%
21,100
19
$3.35M 2.05%
12,885
+6,670
20
$2.83M 1.74%
7,985
21
$2.42M 1.48%
65,630
-39,285
22
$2.25M 1.38%
15,075
+5,225
23
$2.16M 1.32%
49,350
+14,550
24
$2.09M 1.28%
30,545
+7,500
25
$2.02M 1.24%
9,715
1
2 3 4