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
$170M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$462K
3
+$343K
4
ASML icon
ASML
ASML
+$341K
5
MSFT icon
Microsoft
MSFT
+$334K

Top Sells

1
+$104K
2
+$99.7K

Sector Composition

1 Technology 19.4%
2 Consumer Discretionary 14.86%
3 Financials 10.32%
4 Communication Services 9.84%
5 Healthcare 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14M 8.23%
100,141
+1,548
2
$13.5M 7.94%
35,910
+887
3
$12.5M 7.33%
64,714
+1,053
4
$6M 3.53%
71,596
5
$5.85M 3.44%
106,377
+1,945
6
$5.64M 3.32%
16,265
+290
7
$5.57M 3.28%
25,823
+830
8
$5.49M 3.23%
50,534
9
$5.02M 2.95%
10,556
+396
10
$5M 2.94%
11,718
11
$4.33M 2.55%
46,408
+5,331
12
$4.07M 2.39%
44,182
+2,400
13
$4.06M 2.39%
80,000
14
$4.03M 2.37%
26,540
15
$3.52M 2.07%
22,427
16
$3.36M 1.97%
19,770
+633
17
$2.93M 1.72%
26,260
+1,000
18
$2.63M 1.55%
61,881
+2,500
19
$2.51M 1.47%
31,748
+4,347
20
$2.37M 1.4%
16,000
21
$2.23M 1.31%
6,244
22
$1.91M 1.12%
17,500
23
$1.85M 1.09%
19,475
24
$1.84M 1.08%
16,000
25
$1.74M 1.02%
157,787
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