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
$160M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.85M
3
+$1.36M
4
ZBH icon
Zimmer Biomet
ZBH
+$1.08M
5
FCX icon
Freeport-McMoran
FCX
+$1.02M

Top Sells

1
+$2.67M
2
+$2.36M
3
+$2.34M
4
NKE icon
Nike
NKE
+$2.17M
5
AMZN icon
Amazon
AMZN
+$2.14M

Sector Composition

1 Technology 19.08%
2 Consumer Discretionary 16.75%
3 Financials 14.26%
4 Communication Services 12.99%
5 Healthcare 12.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5M 7.17%
82,380
-1,400
2
$11.1M 6.95%
63,612
3
$11.1M 6.92%
35,875
-300
4
$7.03M 4.4%
52,255
-16,103
5
$6.16M 3.85%
24,514
-2,431
6
$5.76M 3.6%
19,245
-5,657
7
$5.21M 3.26%
31,960
-13,160
8
$4.94M 3.09%
99,338
+20,557
9
$4.94M 3.09%
39,499
-5,121
10
$4.67M 2.92%
90,285
+19,685
11
$4.41M 2.76%
12,344
-4,381
12
$4.36M 2.73%
31,754
-3,175
13
$4.31M 2.7%
49,354
-26,968
14
$4.29M 2.68%
88,487
15
$4.27M 2.67%
42,198
16
$3.64M 2.28%
20,549
-9,461
17
$3.52M 2.2%
85,372
18
$3.27M 2.04%
248,574
+12,814
19
$2.95M 1.85%
16,000
-2,000
20
$2.8M 1.75%
38,020
+18,520
21
$2.54M 1.59%
11,392
+2,427
22
$2.34M 1.47%
14,000
23
$2.19M 1.37%
+57,958
24
$2.19M 1.37%
28,600
+24,200
25
$2.12M 1.32%
6,000
1
2 3 4