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
376
$6K ﹤0.01%
128
377
$6K ﹤0.01%
560
378
$6K ﹤0.01%
246
379
$6K ﹤0.01%
122
380
$6K ﹤0.01%
77
381
$6K ﹤0.01%
400
382
$6K ﹤0.01%
153
383
$6K ﹤0.01%
7
384
$6K ﹤0.01%
500
385
$6K ﹤0.01%
1,000
386
$6K ﹤0.01%
85
387
$6K ﹤0.01%
685
388
$6K ﹤0.01%
555
389
$6K ﹤0.01%
262
390
$6K ﹤0.01%
155
391
$5K ﹤0.01%
110
392
$5K ﹤0.01%
126
393
$5K ﹤0.01%
1,608
394
$5K ﹤0.01%
80
395
$5K ﹤0.01%
55
396
$5K ﹤0.01%
36
397
$5K ﹤0.01%
200
398
$5K ﹤0.01%
582
399
$4K ﹤0.01%
77
400
$4K ﹤0.01%
49
14 15
16
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