J

JWest Portfolio holdings

AUM $110M
1-Year Est. Return 27.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.44%
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 +$20M
2 +$11.6M
3 +$7.21M
4
RITM icon
Rithm Capital
RITM
+$6.16M
5
FNHC
FedNat Holding Company Common Stock
FNHC
+$6.02M

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%
+3,520
27
$646K 0.51%
+61,410