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
$386M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
596
New
Increased
Reduced
Closed

Sector Composition

1 Financials 6.41%
2 Technology 2.83%
3 Healthcare 1.77%
4 Consumer Staples 1.72%
5 Consumer Discretionary 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K ﹤0.01%
2,500
402
$8K ﹤0.01%
1,000
403
$7K ﹤0.01%
120
404
$7K ﹤0.01%
101
405
$7K ﹤0.01%
115
406
$7K ﹤0.01%
+95
407
$7K ﹤0.01%
+83
408
$7K ﹤0.01%
+310
409
$7K ﹤0.01%
71
410
$7K ﹤0.01%
250
411
$7K ﹤0.01%
+41
412
$7K ﹤0.01%
250
413
$7K ﹤0.01%
710
-456
414
$6K ﹤0.01%
26
415
$6K ﹤0.01%
500
416
$6K ﹤0.01%
138
417
$6K ﹤0.01%
274
+3
418
$6K ﹤0.01%
30
419
$6K ﹤0.01%
+45
420
$6K ﹤0.01%
166
421
$6K ﹤0.01%
52
422
$6K ﹤0.01%
+100
423
$6K ﹤0.01%
155
424
$6K ﹤0.01%
800
425
$6K ﹤0.01%
168