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
351
$11K ﹤0.01%
1,300
352
$10K ﹤0.01%
33
353
$10K ﹤0.01%
163
354
$10K ﹤0.01%
313
355
$10K ﹤0.01%
404
356
$10K ﹤0.01%
151
357
$10K ﹤0.01%
752
358
$10K ﹤0.01%
376
359
$9K ﹤0.01%
100
360
$9K ﹤0.01%
240
361
$9K ﹤0.01%
1,000
362
$9K ﹤0.01%
100
363
$8K ﹤0.01%
208
364
$8K ﹤0.01%
500
365
$8K ﹤0.01%
206
366
$8K ﹤0.01%
230
367
$8K ﹤0.01%
323
368
$8K ﹤0.01%
125
369
$7K ﹤0.01%
261
370
$7K ﹤0.01%
1,616
371
$7K ﹤0.01%
362
372
$7K ﹤0.01%
180
373
$7K ﹤0.01%
57
374
$7K ﹤0.01%
100
375
$7K ﹤0.01%
808
+539
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