J

JWest Portfolio holdings

AUM $110M
1-Year Est. Return 27.49%
This Quarter Est. Return
1 Year Est. Return
+27.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$21.5M
2 +$11.9M
3 +$7.44M
4
FNHC
FedNat Holding Company Common Stock
FNHC
+$6.92M
5
RITM icon
Rithm Capital
RITM
+$6.36M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 21.54%
2 Real Estate 15.75%
3 Financials 13.03%
4 Consumer Discretionary 6.47%
5 Technology 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$776K 0.62%
+52,800
27
$646K 0.51%
+61,410