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
$200M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.11M
3
+$1.46M
4
NFLX icon
Netflix
NFLX
+$847K
5
AVGO icon
Broadcom
AVGO
+$689K

Top Sells

1
+$2.96M
2
+$2.1M
3
+$994K
4
STZ icon
Constellation Brands
STZ
+$878K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$672K

Sector Composition

1 Technology 24.95%
2 Communication Services 12.94%
3 Consumer Discretionary 12.63%
4 Financials 11.9%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 9.45%
99,574
+1,087
2
$15.1M 7.58%
60,429
+1,237
3
$15M 7.52%
35,618
+400
4
$9.1M 4.56%
67,757
+3,770
5
$8.86M 4.44%
15,109
+2,486
6
$6.72M 3.37%
30,652
+986
7
$6.09M 3.05%
26,281
+2,970
8
$6.06M 3.04%
48,226
+2,298
9
$5.72M 2.87%
10,861
+399
10
$5.69M 2.85%
14,623
11
$5.14M 2.58%
60,059
-1,165
12
$4.25M 2.13%
7,251
+525
13
$4.06M 2.03%
80,000
14
$3.96M 1.99%
21,605
-473
15
$3.88M 1.94%
8,558
16
$3.26M 1.63%
39,405
-27
17
$3.03M 1.52%
43,088
+3,250
18
$3.01M 1.51%
56,750
+39,750
19
$2.99M 1.5%
39,530
-1,500
20
$2.98M 1.49%
15,085
21
$2.8M 1.4%
19,346
-4,251
22
$2.34M 1.17%
+18,980
23
$2.23M 1.12%
16,000
24
$2.03M 1.02%
46,247
+2,500
25
$1.94M 0.97%
19,475
1
2 3 4