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
$629M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Sector Composition

1 Financials 72.6%
2 Energy 2.37%
3 Healthcare 1.77%
4 Consumer Staples 0.61%
5 Communication Services 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7K ﹤0.01%
+100
402
$7K ﹤0.01%
136
+54
403
$7K ﹤0.01%
234
+3
404
$7K ﹤0.01%
+61
405
$7K ﹤0.01%
+120
406
$7K ﹤0.01%
+320
407
$7K ﹤0.01%
229
408
$7K ﹤0.01%
+110
409
$7K ﹤0.01%
+100
410
$7K ﹤0.01%
+900
411
$7K ﹤0.01%
228
412
$7K ﹤0.01%
12
+5
413
$7K ﹤0.01%
+56
414
$7K ﹤0.01%
+131
415
$7K ﹤0.01%
240
+140
416
$7K ﹤0.01%
1,150
417
$7K ﹤0.01%
101
+4
418
$7K ﹤0.01%
+36
419
$7K ﹤0.01%
517
420
$6K ﹤0.01%
67
421
$6K ﹤0.01%
5
+1
422
$6K ﹤0.01%
+154
423
$6K ﹤0.01%
148
424
$6K ﹤0.01%
316
425
$6K ﹤0.01%
+127