JWM

Jupiter Wealth Management Portfolio holdings

AUM $212M
1-Year Est. Return 28.1%
This Quarter Est. Return
1 Year Est. Return
+28.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$379K
3
+$134K
4
CROX icon
Crocs
CROX
+$129K
5
MS icon
Morgan Stanley
MS
+$104K

Top Sells

1
+$3.01M
2
+$2.53M
3
+$2.34M
4
MSFT icon
Microsoft
MSFT
+$1.62M
5
AMZN icon
Amazon
AMZN
+$1.47M

Sector Composition

1 Technology 24.27%
2 Financials 18.95%
3 Communication Services 13.8%
4 Consumer Discretionary 11.32%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.5M 9.39%
93,087
-6,487
2
$14.7M 8.92%
32,082
-3,536
3
$10.1M 6.11%
48,290
-12,139
4
$8.44M 5.11%
+11
5
$8.13M 4.92%
13,663
-1,446
6
$7.8M 4.72%
57,521
-10,236
7
$6.41M 3.89%
49,018
+792
8
$6.05M 3.66%
10,312
-549
9
$4.86M 2.94%
12,810
-1,813
10
$4.85M 2.94%
23,543
-7,109
11
$4.63M 2.8%
20,075
-6,206
12
$4.41M 2.67%
20,511
-1,094
13
$4.35M 2.64%
6,795
-456
14
$4.06M 2.46%
80,000
15
$3.97M 2.41%
47,059
-13,000
16
$3.95M 2.39%
39,405
17
$3.86M 2.34%
7,528
-1,030
18
$2.95M 1.79%
19,346
19
$2.21M 1.34%
11,437
-3,648
20
$2.09M 1.27%
27,500
-15,588
21
$2.03M 1.23%
32,646
-6,884
22
$2M 1.21%
11,549
-1,291
23
$1.98M 1.2%
19,475
24
$1.84M 1.11%
3,000
25
$1.65M 1%
16,000
1
2 3 4