JWCA

J.W. Coons Advisors Portfolio holdings

AUM $442M
1-Year Est. Return 16.25%
This Quarter Est. Return
1 Year Est. Return
+16.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$41.7M
2 +$896K
3 +$791K
4
ACN icon
Accenture
ACN
+$737K
5
BLK icon
Blackrock
BLK
+$626K

Top Sells

1 +$4.07M
2 +$1.27M
3 +$782K
4
AFL icon
Aflac
AFL
+$672K
5
TGT icon
Target
TGT
+$493K

Sector Composition

1 Industrials 28.33%
2 Technology 20.68%
3 Healthcare 8.9%
4 Financials 7.63%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-3,460
252
-5,655
253
-21,350