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
$212M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.65M
3
+$1.48M
4
NOW icon
ServiceNow
NOW
+$1.19M
5
CRWD icon
CrowdStrike
CRWD
+$1.08M

Top Sells

1
+$3.19M
2
+$1.98M
3
+$1.41M
4
NVDA icon
NVIDIA
NVDA
+$1.15M
5
MOS icon
The Mosaic Company
MOS
+$1.08M

Sector Composition

1 Technology 20.1%
2 Consumer Discretionary 18.94%
3 Financials 17.57%
4 Communication Services 12.6%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 6.14%
89,280
+2,840
2
$12.4M 5.84%
37,425
+335
3
$12.1M 5.71%
71,998
4
$9.46M 4.46%
25,672
5
$9.37M 4.42%
63,329
+2,000
6
$8.46M 3.99%
48,620
+4,840
7
$8.22M 3.88%
84,092
-7,247
8
$7.87M 3.71%
28,510
9
$6.32M 2.98%
17,665
-270
10
$5.92M 2.79%
33,914
-4,352
11
$5.44M 2.57%
33,130
-582
12
$5.42M 2.55%
107,567
+8,025
13
$5.03M 2.37%
24,557
-2,470
14
$4.77M 2.25%
44,620
+940
15
$4.5M 2.12%
95,372
+7,000
16
$4.49M 2.12%
48,273
-500
17
$4.28M 2.02%
14,292
+9,613
18
$4M 1.89%
81,630
+20,000
19
$3.53M 1.67%
5,267
+1,774
20
$3.48M 1.64%
226,760
+23,500
21
$3.43M 1.62%
19,000
22
$3.1M 1.46%
12,452
23
$2.95M 1.39%
18,000
24
$2.78M 1.31%
11,000
25
$2.77M 1.31%
73,781
1
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