JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.79B
1-Year Est. Return 16.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.58%
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%
122
377
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77
378
$6K ﹤0.01%
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7
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85
384
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386
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262
387
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$5K ﹤0.01%
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$5K ﹤0.01%
1,608
393
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582
398
$5K ﹤0.01%
110
399
$4K ﹤0.01%
77
400
$4K ﹤0.01%
49