JWCA
J.W. Coons Advisors Portfolio holdings
AUM
$442M
This Quarter Return
-16.22%
1 Year Return
+16.25%
3 Year Return
+61.2%
5 Year Return
+113.16%
10 Year Return
–
AUM
$190M
AUM Growth
–
Cap. Flow
+$190M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.45%
Holding
183
New
183
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$9.22M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$7.34M |
| 3 |
Procter & Gamble
PG
|
$7.31M |
| 4 |
Microsoft
MSFT
|
$6.73M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$5.81M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.88% |
| 2 | Healthcare | 12.41% |
| 3 | Financials | 11.41% |
| 4 | Consumer Staples | 9.97% |
| 5 | Industrials | 8.39% |
