JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.71B
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
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
+$4.67K

Top Sells

1
+$28.4M
2
+$1.67M
3
+$176K
4
BP icon
BP
BP
+$3.79K
5
BCS icon
Barclays
BCS
+$302

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%
5,973
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%
6,929
242
$40K 0.01%
500
243
$40K 0.01%
767
244
$40K 0.01%
1,320
245
$40K 0.01%
6,763
246
$39K 0.01%
2,443
247
$38K 0.01%
288
248
$38K 0.01%
310
249
$38K 0.01%
310
250
$38K 0.01%
1,000
8 9
10
11 12