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
$103M
AUM Growth
+$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$543K
2
+$501K
3
+$456K
4
MA icon
Mastercard
MA
+$442K
5
CCK icon
Crown Holdings
CCK
+$436K

Top Sells

1
+$913K
2
+$840K
3
+$784K
4
TTWO icon
Take-Two Interactive
TTWO
+$687K
5
DVN icon
Devon Energy
DVN
+$601K

Sector Composition

1 Consumer Discretionary 20.49%
2 Technology 16.88%
3 Healthcare 14.01%
4 Financials 13.22%
5 Real Estate 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.93M 6.7%
53,327
+3,000
2
$6.86M 6.64%
28,620
+1,000
3
$6.11M 5.91%
52,255
+4,285
4
$6.08M 5.88%
19,245
5
$6.06M 5.86%
68,700
-6,080
6
$5.11M 4.94%
24,115
7
$4.29M 4.15%
12,344
+1,270
8
$4.15M 4.02%
48,862
+1,229
9
$3.93M 3.8%
42,198
10
$3.63M 3.51%
20,549
+573
11
$3.53M 3.42%
42,982
+5,300
12
$2.84M 2.75%
74,781
+2,999
13
$2.8M 2.71%
25,843
-5,200
14
$2.53M 2.45%
14,000
15
$2.49M 2.41%
48,600
16
$2.37M 2.29%
208,574
-50,000
17
$2.33M 2.25%
20,000
18
$2.17M 2.1%
16,000
19
$1.94M 1.88%
17,500
20
$1.77M 1.71%
40,302
+5,103
21
$1.75M 1.7%
42,487
-5,000
22
$1.59M 1.54%
18,900
-10,000
23
$1.54M 1.49%
14,000
-2,000
24
$1.49M 1.45%
219,852
25
$1.45M 1.4%
16,704
-10,515
1
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