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
$109M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$949K
3
+$784K
4
MSFT icon
Microsoft
MSFT
+$776K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$555K

Top Sells

1
+$1.4M
2
+$1.03M
3
+$891K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$831K
5
NKE icon
Nike
NKE
+$808K

Sector Composition

1 Technology 21.02%
2 Consumer Discretionary 17.92%
3 Financials 12.03%
4 Healthcare 10.87%
5 Communication Services 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.9M 9.11%
95,400
+26,700
2
$9.3M 8.56%
56,375
+3,048
3
$9.03M 8.31%
31,310
+2,690
4
$5.6M 5.16%
45,664
-6,591
5
$4.28M 3.94%
14,502
-4,743
6
$4.25M 3.91%
20,788
-3,327
7
$3.97M 3.65%
10,918
-1,426
8
$3.82M 3.52%
43,500
-5,362
9
$3.46M 3.18%
41,782
-1,200
10
$2.93M 2.7%
39,448
-2,750
11
$2.92M 2.69%
18,857
-1,692
12
$2.85M 2.63%
69,781
-5,000
13
$2.77M 2.55%
15,200
+1,200
14
$2.7M 2.48%
20,000
15
$2.38M 2.19%
18,800
-7,043
16
$2.34M 2.16%
22,700
+3,800
17
$2.32M 2.14%
208,574
18
$2.14M 1.97%
16,000
19
$2.09M 1.92%
51,200
+2,600
20
$1.86M 1.71%
17,500
21
$1.76M 1.62%
38,402
-1,900
22
$1.54M 1.41%
14,000
23
$1.46M 1.34%
17,000
24
$1.42M 1.31%
219,852
25
$1.33M 1.22%
4,299
+1,799
1
2 3