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
326
$16K ﹤0.01%
402
327
$16K ﹤0.01%
61
328
$15K ﹤0.01%
380
329
$15K ﹤0.01%
1,170
330
$15K ﹤0.01%
1,031
331
$15K ﹤0.01%
275
332
$14K ﹤0.01%
210
333
$14K ﹤0.01%
180
334
$14K ﹤0.01%
286
335
$14K ﹤0.01%
121
336
$13K ﹤0.01%
238
337
$13K ﹤0.01%
100
338
$13K ﹤0.01%
915
339
$13K ﹤0.01%
163
340
$12K ﹤0.01%
1,493
341
$12K ﹤0.01%
400
342
$12K ﹤0.01%
314
343
$12K ﹤0.01%
375
344
$12K ﹤0.01%
667
345
$11K ﹤0.01%
2,045
346
$11K ﹤0.01%
125
347
$11K ﹤0.01%
2,389
348
$11K ﹤0.01%
316
349
$11K ﹤0.01%
145
350
$11K ﹤0.01%
500
12 13
14
15 16