JWA
JFS Wealth Advisors Portfolio holdings
AUM
$1.57B
1-Year Return
12.18%
This Quarter Return
+3.17%
1 Year Return
+12.18%
3 Year Return
+41.52%
5 Year Return
+65.5%
10 Year Return
+100.04%
AUM
$369M
AUM Growth
+$0
(0%)
Cap. Flow
-$30.2M
Cap. Flow
% of AUM
-8.18%
Top 10 Holdings %
Top 10 Hldgs %
42.14%
Holding
450
New
1
Increased
1
Reduced
5
Closed
–
Top Buys
| 1 |
GPT
Gramercy Property Trust
GPT
|
$4.67K |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$28.4M |
| 2 |
Comcast
CMCSA
|
$1.67M |
| 3 |
WisdomTree US SmallCap Earnings Fund
EES
|
$176K |
| 4 |
BP
BP
|
$3.79K |
| 5 |
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% |
