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
$190M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$9.21M
2 +$7.34M
3 +$7.3M
4
MSFT icon
Microsoft
MSFT
+$6.73M
5
BIL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$205K 0.11%
+6,100
177
$205K 0.11%
+1,450
178
$201K 0.11%
+10,581
179
$200K 0.11%
+6,948
180
$145K 0.08%
+12,354
181
$92K 0.05%
+11,700
182
$80K 0.04%
+8,535
183
$75K 0.04%
+15,700