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
$154M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$5.62M
3
+$4.48M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$4.04M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.7M

Top Sells

1
+$1.43M
2
+$1.18M
3
+$934K
4
CVS icon
CVS Health
CVS
+$631K
5
MPC icon
Marathon Petroleum
MPC
+$581K

Sector Composition

1 Technology 19.9%
2 Consumer Discretionary 13.98%
3 Communication Services 10.09%
4 Financials 9.65%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 8.47%
98,593
-247
2
$12.9M 8.39%
35,023
+1,769
3
$11.9M 7.69%
63,661
+2,512
4
$5.97M 3.87%
+71,596
5
$5.62M 3.64%
+104,432
6
$5.36M 3.48%
50,534
+5,929
7
$4.66M 3.02%
15,975
+1,103
8
$4.62M 3%
11,718
+800
9
$4.59M 2.98%
24,993
+4,192
10
$4.48M 2.9%
+10,160
11
$4.04M 2.62%
+80,000
12
$3.81M 2.47%
26,540
+460
13
$3.36M 2.18%
41,782
14
$3.3M 2.14%
22,427
+2,900
15
$3.19M 2.07%
19,137
+3,100
16
$3.09M 2.01%
41,077
-2,524
17
$2.42M 1.57%
25,260
+5,290
18
$2.32M 1.51%
16,000
-4,000
19
$2.19M 1.42%
6,244
+1,300
20
$2M 1.3%
59,381
+9,600
21
$1.85M 1.2%
27,401
-9,324
22
$1.77M 1.15%
17,500
23
$1.7M 1.1%
+19,475
24
$1.66M 1.08%
34,380
+26,380
25
$1.6M 1.04%
157,787
+77
1
2 3 4