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
$209M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.11M
3
+$1.02M
4
ZTS icon
Zoetis
ZTS
+$745K
5
CMC icon
Commercial Metals
CMC
+$644K

Top Sells

1
+$2.74M
2
+$2.01M
3
+$1.64M
4
AVGO icon
Broadcom
AVGO
+$1.09M
5
UBER icon
Uber
UBER
+$1.07M

Sector Composition

1 Financials 18.95%
2 Consumer Discretionary 18.31%
3 Technology 15.39%
4 Communication Services 13.15%
5 Healthcare 12.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 5.96%
71,998
+2,045
2
$11.7M 5.62%
86,440
-12,060
3
$10.7M 5.14%
37,090
+90
4
$9.11M 4.36%
91,339
-6,291
5
$8.96M 4.29%
61,329
-1,461
6
$8.47M 4.05%
25,672
-1,130
7
$8.04M 3.85%
28,510
-1,392
8
$7.55M 3.62%
27,027
-3,770
9
$7.32M 3.51%
43,780
-920
10
$6.89M 3.3%
16,654
-661
11
$6.78M 3.25%
38,266
+776
12
$6.72M 3.22%
17,935
-847
13
$5.83M 2.79%
33,712
-5,060
14
$4.85M 2.32%
99,542
+7,415
15
$4.42M 2.12%
43,680
-9,050
16
$4.08M 1.96%
11,236
+1,044
17
$3.96M 1.9%
48,773
+2,933
18
$3.7M 1.77%
19,000
-1,100
19
$3.55M 1.7%
88,372
-5,766
20
$3.44M 1.65%
12,452
-933
21
$3.33M 1.59%
43,479
-4,432
22
$3.24M 1.55%
203,260
+37,600
23
$2.78M 1.33%
18,000
-6,250
24
$2.78M 1.33%
61,630
-21,500
25
$2.72M 1.3%
73,781
+16,272
1
2 3 4