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
$336M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.09M
3
+$1.02M
4
JNJ icon
Johnson & Johnson
JNJ
+$957K
5
AFL icon
Aflac
AFL
+$889K

Top Sells

1
+$630K
2
+$491K
3
+$479K
4
MS icon
Morgan Stanley
MS
+$470K
5
ANSS
Ansys
ANSS
+$337K

Sector Composition

1 Technology 22.69%
2 Healthcare 12%
3 Financials 10.12%
4 Consumer Staples 8.9%
5 Industrials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.57%
18,854
+380
52
$1.9M 0.57%
14,238
-610
53
$1.86M 0.56%
17,276
+196
54
$1.74M 0.52%
12,460
55
$1.68M 0.5%
8,152
+2,060
56
$1.65M 0.49%
27,303
+2,177
57
$1.51M 0.45%
6,829
+450
58
$1.51M 0.45%
20,655
-2,380
59
$1.51M 0.45%
6,280
-9
60
$1.45M 0.43%
2,447
+82
61
$1.43M 0.43%
10,683
+2,800
62
$1.4M 0.42%
5,700
63
$1.39M 0.41%
17,898
+100
64
$1.38M 0.41%
6,484
+230
65
$1.35M 0.4%
5,008
-1,058
66
$1.34M 0.4%
7,182
-2,631
67
$1.3M 0.39%
13,250
68
$1.28M 0.38%
11,911
+1,750
69
$1.25M 0.37%
91,910
-800
70
$1.21M 0.36%
5,483
-75
71
$1.2M 0.36%
5,945
+1,000
72
$1.19M 0.35%
7,359
+525
73
$1.16M 0.34%
20,104
+416
74
$1.15M 0.34%
6,914
+790
75
$1.15M 0.34%
7,047
+66
1 2
3
4 5