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
276
$28K 0.01%
121
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$27K 0.01%
500
278
$26K 0.01%
2,043
279
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372
280
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370
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282
$26K 0.01%
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283
$25K 0.01%
1,000
284
$25K 0.01%
210
285
$24K 0.01%
1,453
286
$24K 0.01%
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287
$24K 0.01%
200
288
$24K 0.01%
972
289
$24K 0.01%
443
290
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351
291
$23K 0.01%
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293
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294
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295
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615
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297
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298
$21K 0.01%
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$21K 0.01%
500
300
$21K 0.01%
1,198
10 11
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