JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.78B
1-Year Est. Return 16.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.5K
2
+$472

Top Sells

1
+$14.2M
2
+$897K
3
+$58K
4
BP icon
BP
BP
+$3.53K
5
BCS icon
Barclays
BCS
+$312

Sector Composition

1 Financials 8.85%
2 Energy 3.46%
3 Healthcare 2.99%
4 Communication Services 2.16%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46K 0.01%
1,473
227
$46K 0.01%
586
228
$46K 0.01%
1,034
229
$45K 0.01%
360
230
$44K 0.01%
670
231
$44K 0.01%
1,579
232
$44K 0.01%
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233
$44K 0.01%
3,222
234
$43K 0.01%
1,902
235
$43K 0.01%
1,305
236
$43K 0.01%
4,849
237
$42K 0.01%
332
238
$40K 0.01%
611
239
$40K 0.01%
912
240
$40K 0.01%
701
241
$40K 0.01%
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242
$40K 0.01%
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243
$40K 0.01%
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244
$40K 0.01%
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245
$40K 0.01%
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246
$39K 0.01%
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247
$38K 0.01%
288
248
$38K 0.01%
310
249
$38K 0.01%
310
250
$38K 0.01%
1,000
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10
11 12