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
-$269K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$3.08M
3
+$523K
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$426K
5
AMGN icon
Amgen
AMGN
+$332K

Top Sells

1
+$3.42M
2
+$1.42M
3
+$821K
4
SCHW icon
Charles Schwab
SCHW
+$764K
5
AAPL icon
Apple
AAPL
+$763K

Sector Composition

1 Technology 22.77%
2 Consumer Discretionary 12.99%
3 Communication Services 11.16%
4 Financials 10.92%
5 Healthcare 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 8.97%
98,617
-8,251
2
$14.5M 7.67%
34,603
-798
3
$13.1M 6.92%
58,788
-3,436
4
$7.09M 3.76%
60,627
+4,467
5
$5.83M 3.09%
62,541
-4,702
6
$5.38M 2.85%
14,623
-562
7
$5.34M 2.83%
28,549
-1,471
8
$5.27M 2.79%
9,566
-1,491
9
$4.87M 2.58%
22,078
-1,272
10
$4.85M 2.57%
10,462
-1,106
11
$4.74M 2.51%
45,928
-1,680
12
$4.07M 2.16%
80,000
13
$3.96M 2.1%
246,210
+219,560
14
$3.65M 1.94%
8,332
-562
15
$3.59M 1.9%
40,432
-2,650
16
$3.57M 1.89%
22,596
+915
17
$3.09M 1.64%
41,305
-8,529
18
$3.08M 1.63%
+13,750
19
$2.91M 1.54%
6,126
+61
20
$2.83M 1.5%
16,000
21
$2.59M 1.37%
44,982
-59,531
22
$2.57M 1.36%
63,647
+1,701
23
$2.5M 1.33%
55,081
-12,893
24
$2.37M 1.26%
205,787
-2,000
25
$2.28M 1.21%
13,735
-65
1
2 3 4