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
301
$21K 0.01%
177
302
$21K 0.01%
100
303
$21K 0.01%
200
304
$20K 0.01%
313
305
$20K 0.01%
1,081
306
$20K 0.01%
376
307
$20K 0.01%
193
308
$20K 0.01%
161
309
$20K 0.01%
300
310
$19K 0.01%
252
311
$19K 0.01%
2,150
312
$19K 0.01%
1,247
313
$19K 0.01%
2,033
314
$18K ﹤0.01%
349
315
$18K ﹤0.01%
237
316
$18K ﹤0.01%
616
317
$18K ﹤0.01%
177
318
$18K ﹤0.01%
179
319
$18K ﹤0.01%
334
320
$18K ﹤0.01%
86
321
$17K ﹤0.01%
729
322
$17K ﹤0.01%
352
323
$16K ﹤0.01%
520
324
$16K ﹤0.01%
1,161
325
$16K ﹤0.01%
650
11 12
13
14 15