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
$193M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$381K
2
+$312K
3
+$307K
4
XOM icon
Exxon Mobil
XOM
+$305K
5
TSM icon
TSMC
TSM
+$301K

Top Sells

1
+$2.33M
2
+$1.47M
3
+$1.1M
4
CRWD icon
CrowdStrike
CRWD
+$1.08M
5
WFC icon
Wells Fargo
WFC
+$915K

Sector Composition

1 Technology 21.04%
2 Consumer Discretionary 19.69%
3 Financials 16.03%
4 Communication Services 12.75%
5 Healthcare 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.2M 6.31%
36,175
-1,250
2
$12.1M 6.3%
83,780
-5,500
3
$11.4M 5.91%
68,358
-3,640
4
$11.3M 5.86%
63,612
+283
5
$10.3M 5.36%
24,902
-770
6
$7.88M 4.09%
26,945
-1,565
7
$7.52M 3.9%
45,120
-3,500
8
$7.49M 3.89%
76,322
-7,770
9
$6.01M 3.12%
16,725
-940
10
$5.41M 2.81%
34,929
+1,015
11
$5.13M 2.66%
30,010
-3,120
12
$4.93M 2.56%
44,620
13
$4.35M 2.26%
42,198
-6,075
14
$4.25M 2.2%
88,487
-19,080
15
$4.23M 2.19%
22,428
-2,129
16
$4.17M 2.16%
70,600
-11,030
17
$3.8M 1.97%
85,372
-10,000
18
$3.76M 1.95%
18,000
-1,000
19
$3.68M 1.91%
235,760
+9,000
20
$3.36M 1.74%
13,212
-1,080
21
$3.29M 1.71%
78,781
+5,000
22
$3.22M 1.67%
4,966
-301
23
$2.67M 1.39%
7,946
24
$2.43M 1.26%
14,000
-4,000
25
$2.43M 1.26%
36,500
+1,730
1
2 3 4