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
$198M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.05M
3
+$2.21M
4
META icon
Meta Platforms (Facebook)
META
+$2.08M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.24M

Top Sells

1
+$3.37M
2
+$1.81M
3
+$1.72M
4
LMT icon
Lockheed Martin
LMT
+$1.61M
5
KO icon
Coca-Cola
KO
+$1.1M

Sector Composition

1 Financials 20.66%
2 Consumer Discretionary 18.71%
3 Technology 14.94%
4 Communication Services 13.93%
5 Healthcare 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.8M 5.95%
98,500
+10,400
2
$9.34M 4.72%
37,000
+860
3
$9.32M 4.71%
69,953
-1,638
4
$8.72M 4.4%
26,802
+1,620
5
$8.38M 4.23%
62,790
-150
6
$8.25M 4.17%
30,797
-1,683
7
$8.16M 4.12%
97,630
+3,430
8
$7.76M 3.92%
44,700
-500
9
$7.49M 3.78%
29,902
+845
10
$7.3M 3.69%
18,782
+270
11
$6.95M 3.51%
37,490
12
$6.37M 3.22%
38,772
13
$5.71M 2.88%
52,730
+940
14
$4.26M 2.15%
92,127
+82,127
15
$4.09M 2.07%
47,911
-20,121
16
$3.96M 2%
13,385
+500
17
$3.87M 1.96%
94,138
+74,138
18
$3.78M 1.91%
20,100
-1,000
19
$3.61M 1.82%
19,075
+4,000
20
$3.5M 1.77%
45,840
+15,295
21
$3.49M 1.76%
24,250
+1,000
22
$3.36M 1.7%
10,192
+6,327
23
$3.21M 1.62%
83,130
+17,500
24
$3.04M 1.54%
17,315
+4,775
25
$2.59M 1.31%
11,000
+3,000
1
2 3 4