JWA
JFS Wealth Advisors Portfolio holdings
AUM
$1.57B
1-Year Return
12.18%
This Quarter Return
+13.61%
1 Year Return
+12.18%
3 Year Return
+41.52%
5 Year Return
+65.5%
10 Year Return
+100.04%
AUM
$386M
AUM Growth
+$52.3M
(+16%)
Cap. Flow
+$9.53M
Cap. Flow
% of AUM
2.47%
Top 10 Holdings %
Top 10 Hldgs %
44.8%
Holding
596
New
70
Increased
114
Reduced
87
Closed
38
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 6.41% |
| 2 | Technology | 2.83% |
| 3 | Healthcare | 1.77% |
| 4 | Consumer Staples | 1.72% |
| 5 | Consumer Discretionary | 1.6% |
