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JRWL
Joseph R. Weiss LLC Portfolio holdings
AUM
$5.97M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$5.97M
AUM Growth
–
Holding
6
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 60.66% |
| 2 | Energy | 39.34% |
| 3 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Kraft Heinz
KHC
$28.2B
| $3.62M | 60.66% |
+130,000
|
|
||
2
Occidental Petroleum
OXY
$53.4B
| $2.35M | 39.34% |
+52,000
|
|
||
3
Berkshire Hathaway Class B
BRK.B
$1.07T
| – | – |
0
|
|
||
4
Goldman Sachs
GS
$322B
| – | – |
0
|
|
||
5
US Bancorp
USB
$91.7B
| – | – |
0
|
|
||
6
Wells Fargo
WFC
$260B
| – | – |
0
|
|