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
$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
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$3.14T
$15.5M 9.39%
93,087
-6,487
MSFT icon
2
Microsoft
MSFT
$3.89T
$14.7M 8.92%
32,082
-3,536
AAPL icon
3
Apple
AAPL
$3.9T
$10.1M 6.11%
48,290
-12,139
BRK.A icon
4
Berkshire Hathaway Class A
BRK.A
$1.06T
$8.44M 5.11%
+11
SPY icon
5
SPDR S&P 500 ETF Trust
SPY
$672B
$8.13M 4.92%
13,663
-1,446
NVDA icon
6
NVIDIA
NVDA
$4.53T
$7.8M 4.72%
57,521
-10,236
MS icon
7
Morgan Stanley
MS
$261B
$6.41M 3.89%
49,018
+792
MA icon
8
Mastercard
MA
$519B
$6.05M 3.66%
10,312
-549
HD icon
9
Home Depot
HD
$385B
$4.86M 2.94%
12,810
-1,813
AMZN icon
10
Amazon
AMZN
$2.39T
$4.85M 2.94%
23,543
-7,109
AVGO icon
11
Broadcom
AVGO
$1.67T
$4.63M 2.8%
20,075
-6,206
AMT icon
12
American Tower
AMT
$89.7B
$4.41M 2.67%
20,511
-1,094
META icon
13
Meta Platforms (Facebook)
META
$1.85T
$4.35M 2.64%
6,795
-456
JMST icon
14
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
$4.06M 2.46%
80,000
XLE icon
15
Energy Select Sector SPDR Fund
XLE
$26.5B
$3.97M 2.41%
47,059
-13,000
CCK icon
16
Crown Holdings
CCK
$11.5B
$3.95M 2.39%
39,405
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.86M 2.34%
7,528
-1,030
JNJ icon
18
Johnson & Johnson
JNJ
$459B
$2.95M 1.79%
19,346
TSM icon
19
TSMC
TSM
$1.53T
$2.21M 1.34%
11,437
-3,648
C icon
20
Citigroup
C
$177B
$2.09M 1.27%
27,500
-15,588
NKE icon
21
Nike
NKE
$102B
$2.03M 1.23%
32,646
-6,884
ITA icon
22
iShares US Aerospace & Defense ETF
ITA
$11.9B
$2M 1.21%
11,549
-1,291
NOBL icon
23
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$1.98M 1.2%
19,475
GS icon
24
Goldman Sachs
GS
$242B
$1.84M 1.11%
3,000
CCI icon
25
Crown Castle
CCI
$42.9B
$1.65M 1%
16,000
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