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
$189M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.14M
3
+$1.12M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.08M
5
BAC icon
Bank of America
BAC
+$865K

Top Sells

1
+$1.61M
2
+$1.29M
3
+$1.02M
4
UNH icon
UnitedHealth
UNH
+$871K
5
TSLA icon
Tesla
TSLA
+$477K

Sector Composition

1 Technology 20.73%
2 Consumer Discretionary 13.75%
3 Communication Services 12.02%
4 Financials 11.16%
5 Healthcare 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 9.58%
106,868
+6,727
2
$14.5M 7.69%
35,401
-509
3
$11.4M 6.02%
62,224
-2,490
4
$6.26M 3.31%
67,243
-4,353
5
$5.93M 3.14%
104,513
-1,864
6
$5.72M 3.03%
11,057
+501
7
$5.64M 2.99%
30,020
+3,480
8
$5.26M 2.78%
11,568
-150
9
$5.15M 2.72%
15,185
-1,080
10
$5.08M 2.69%
56,160
+21,780
11
$4.66M 2.47%
49,834
-700
12
$4.55M 2.41%
47,608
+1,200
13
$4.23M 2.24%
23,350
-2,473
14
$4.05M 2.14%
80,000
15
$3.62M 1.92%
43,082
-1,100
16
$3.61M 1.91%
8,894
+2,650
17
$3.53M 1.87%
26,650
+390
18
$3.4M 1.8%
67,974
+6,093
19
$3.23M 1.71%
21,681
-746
20
$2.89M 1.53%
16,000
21
$2.87M 1.52%
6,065
+1,785
22
$2.48M 1.31%
14,000
-5,770
23
$2.34M 1.24%
61,946
+22,946
24
$2.27M 1.2%
17,500
25
$2.26M 1.2%
207,787
+50,000
1
2 3 4