JWCA
J.W. Cole Advisors Portfolio holdings
AUM $3.22B
AUM
$3.22B
AUM Growth
+$745M (+30%)
Cap. Flow
+$912M
Cap. Flow % of AUM
28.31%
Top 10 Holdings %Top 10 Hldgs %
22.69%
Holding
1,363
New
407
Increased
647
Reduced
188
Closed
105
Top Buys
1 | $86M | |
2 | $35.6M | |
3 | $28.5M | |
4 | $26.9M | |
5 | $26.2M |
Top Sells
1 | $39.2M | |
2 | $8.97M | |
3 | $8.29M | |
4 | $8.11M | |
5 | $7.48M |
Sector Composition
1 | Technology | 15.45% |
2 | Financials | 7.47% |
3 | Consumer Discretionary | 5% |
4 | Industrials | 4.98% |
5 | Consumer Staples | 4.1% |