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
$110M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$457K
3
+$311K
4
CELL
PhenomeX Inc. Common Stock
CELL
+$191K
5
MU icon
Micron Technology
MU
+$166K

Top Sells

1
+$2.01M
2
+$2M
3
+$1.94M
4
AAPL icon
Apple
AAPL
+$1.82M
5
WFC icon
Wells Fargo
WFC
+$1.61M

Sector Composition

1 Consumer Discretionary 17.97%
2 Technology 16.11%
3 Healthcare 15.98%
4 Communication Services 11.57%
5 Financials 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.37M 7.62%
76,780
-5,600
2
$7.2M 6.56%
28,045
-7,830
3
$6.88M 6.27%
50,327
-13,285
4
$6.26M 5.71%
24,514
5
$5.34M 4.87%
52,255
6
$5.28M 4.81%
19,245
7
$4.73M 4.31%
90,285
8
$3.91M 3.56%
42,198
9
$3.7M 3.37%
11,740
-604
10
$3.65M 3.32%
20,549
11
$3.52M 3.21%
46,338
-3,016
12
$3.47M 3.16%
37,682
-1,817
13
$3.07M 2.8%
28,900
-3,060
14
$2.92M 2.66%
248,574
15
$2.69M 2.45%
16,000
16
$2.57M 2.34%
27,219
-4,535
17
$2.39M 2.18%
81,782
-17,556
18
$2.33M 2.13%
14,000
19
$2.13M 1.94%
45,199
+34,199
20
$1.86M 1.69%
47,487
-41,000
21
$1.85M 1.68%
38,000
+9,400
22
$1.64M 1.5%
20,000
23
$1.6M 1.45%
219,852
+5,000
24
$1.59M 1.45%
17,500
25
$1.42M 1.3%
7,965
-3,427
1
2 3 4