JWA
JFS Wealth Advisors Portfolio holdings
AUM
$1.57B
1-Year Return
12.18%
This Quarter Return
+6.57%
1 Year Return
+12.18%
3 Year Return
+41.52%
5 Year Return
+65.5%
10 Year Return
+100.04%
AUM
$629M
AUM Growth
+$57.3M
(+10%)
Cap. Flow
+$18.2M
Cap. Flow
% of AUM
2.9%
Top 10 Holdings %
Top 10 Hldgs %
84.58%
Holding
571
New
74
Increased
130
Reduced
95
Closed
38
Top Buys
Top Sells
| 1 |
BP
BP
|
$713K |
| 2 |
Ford
F
|
$357K |
| 3 |
HSBC
HSBC
|
$340K |
| 4 |
PSAU
Invesco Global Gold and Precious Metals ETF
PSAU
|
$333K |
| 5 |
WisdomTree US Total Dividend Fund
DTD
|
$295K |
Sector Composition
| 1 | Financials | 72.6% |
| 2 | Energy | 2.37% |
| 3 | Healthcare | 1.77% |
| 4 | Consumer Staples | 0.61% |
| 5 | Communication Services | 0.59% |
