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JWM

Jupiter Wealth Management Portfolio holdings

AUM $253M
1-Year Est. Return 32.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$730K
2
+$442K
3
+$438K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$409K
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$406K

Top Sells

1
+$455K
2
+$454K
3
+$427K
4
CMG icon
Chipotle Mexican Grill
CMG
+$398K
5
MSFT icon
Microsoft
MSFT
+$264K

Sector Composition

1 Technology 26.62%
2 Financials 16.58%
3 Communication Services 15.41%
4 Consumer Discretionary 10.56%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.9M 11.3%
98,339
-535
2
$16.7M 7.89%
32,227
-518
3
$12.8M 6.05%
68,631
+580
4
$12.1M 5.72%
47,538
+555
5
$9.12M 4.31%
13,689
+151
6
$8.44M 3.99%
53,075
+250
7
$8.3M 3.92%
11
8
$7.93M 3.75%
24,025
+920
9
$5.88M 2.78%
26,783
+3,227
10
$5.77M 2.73%
10,141
11
$5.39M 2.55%
7,340
12
$5.09M 2.41%
12,572
13
$4.8M 2.27%
107,362
+10,000
14
$4.08M 1.93%
80,000
15
$3.88M 1.83%
7,720
+200
16
$3.82M 1.8%
19,838
17
$3.78M 1.78%
39,105
18
$3.69M 1.74%
13,207
+820
19
$3.66M 1.73%
19,715
+550
20
$2.56M 1.21%
12,249
+500
21
$2.5M 1.18%
35,805
22
$2.39M 1.13%
3,000
23
$2.27M 1.07%
16,800
+750
24
$2.23M 1.05%
21,975
+1,975
25
$2.01M 0.95%
38,950
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