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
$99.7M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$601K
3
+$349K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$217K
5
LNG icon
Cheniere Energy
LNG
+$132K

Top Sells

1
+$1.82M
2
+$1.14M
3
+$483K
4
CROX icon
Crocs
CROX
+$478K
5
MDT icon
Medtronic
MDT
+$448K

Sector Composition

1 Consumer Discretionary 18.47%
2 Technology 16.53%
3 Healthcare 14.29%
4 Financials 12.08%
5 Communication Services 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.15M 7.18%
74,780
-2,000
2
$6.96M 6.98%
50,327
3
$6.43M 6.45%
27,620
-425
4
$5.31M 5.33%
19,245
5
$5.18M 5.19%
24,115
-399
6
$4.02M 4.04%
42,198
7
$3.99M 4%
47,970
-4,285
8
$3.76M 3.78%
47,633
+1,295
9
$3.27M 3.28%
28,900
10
$3.26M 3.27%
19,976
-573
11
$3.15M 3.16%
11,074
-666
12
$3.05M 3.06%
37,682
13
$2.74M 2.75%
258,574
+10,000
14
$2.57M 2.58%
27,219
15
$2.31M 2.32%
16,000
16
$2.29M 2.29%
14,000
17
$2.13M 2.14%
31,043
-6,957
18
$2.13M 2.13%
48,600
-41,685
19
$1.99M 1.99%
20,000
20
$1.96M 1.97%
71,782
-10,000
21
$1.91M 1.92%
47,487
22
$1.7M 1.71%
35,199
-10,000
23
$1.51M 1.51%
17,500
24
$1.44M 1.45%
219,852
25
$1.4M 1.4%
16,000
+4,000
1
2 3