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
$116M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$926K
3
+$826K
4
KBH icon
KB Home
KBH
+$693K
5
MSFT icon
Microsoft
MSFT
+$662K

Top Sells

1
+$1.18M
2
+$978K
3
+$959K
4
FCX icon
Freeport-McMoran
FCX
+$800K
5
BX icon
Blackstone
BX
+$774K

Sector Composition

1 Technology 24.48%
2 Consumer Discretionary 18.66%
3 Healthcare 11.9%
4 Financials 11.79%
5 Communication Services 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 10.19%
61,149
+4,774
2
$11.8M 10.16%
98,840
+3,440
3
$11.3M 9.72%
33,254
+1,944
4
$4.92M 4.23%
44,605
-1,059
5
$4.62M 3.97%
14,872
+370
6
$4.29M 3.69%
10,918
7
$4.03M 3.46%
20,801
+13
8
$3.72M 3.2%
43,601
+101
9
$3.63M 3.12%
41,782
10
$3.4M 2.92%
26,080
+3,380
11
$3.23M 2.78%
19,527
+670
12
$2.97M 2.55%
16,037
+837
13
$2.54M 2.18%
36,725
-2,723
14
$2.33M 2%
20,000
15
$2.02M 1.73%
17,500
16
$1.99M 1.71%
49,781
-20,000
17
$1.82M 1.57%
16,000
18
$1.78M 1.53%
48,600
-2,600
19
$1.73M 1.49%
19,970
+1,710
20
$1.72M 1.48%
157,710
-50,864
21
$1.69M 1.45%
4,944
+645
22
$1.5M 1.29%
14,000
23
$1.43M 1.23%
17,000
24
$1.18M 1.01%
184,852
-35,000
25
$1.15M 0.99%
2,500
1
2 3