JW Asset Management, LLC - Portfolio overview

JW Asset Management, LLC has 24 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Communication Services.

Largest reported holdings by portfolio allocation

1. ESTA - ESTABLISHMENT LABS HLDGS INC, 64.12%
2. HOOD - ROBINHOOD MKTS INC, 5.07%
3. RBLX - ROBLOX CORP, 4.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.