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
251
$37K 0.01%
148
252
$37K 0.01%
670
253
$36K 0.01%
250
254
$36K 0.01%
701
255
$35K 0.01%
1,300
256
$35K 0.01%
222
257
$35K 0.01%
3,359
-29
258
$35K 0.01%
300
259
$34K 0.01%
800
260
$33K 0.01%
300
261
$32K 0.01%
420
262
$32K 0.01%
750
263
$32K 0.01%
228
264
$31K 0.01%
326
265
$31K 0.01%
333
266
$30K 0.01%
1,428
267
$30K 0.01%
229
268
$29K 0.01%
1,010
269
$29K 0.01%
261
270
$29K 0.01%
600
271
$29K 0.01%
1,130
272
$29K 0.01%
1,000
273
$29K 0.01%
575
274
$28K 0.01%
2,159
275
$28K 0.01%
225
9 10
11
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