JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.78B
1-Year Est. Return 16.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.45%
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
+$14.5K
2
+$472

Top Sells

1
+$14.2M
2
+$897K
3
+$58K
4
BP icon
BP
BP
+$3.53K
5
BCS icon
Barclays
BCS
+$312

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%
560
377
$6K ﹤0.01%
246
378
$6K ﹤0.01%
122
379
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77
380
$6K ﹤0.01%
400
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7
383
$6K ﹤0.01%
500
384
$6K ﹤0.01%
1,000
385
$6K ﹤0.01%
85
386
$6K ﹤0.01%
685
387
$6K ﹤0.01%
555
388
$6K ﹤0.01%
262
389
$6K ﹤0.01%
155
390
$6K ﹤0.01%
128
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
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