JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.57B
1-Year Est. Return 12.18%
This Quarter Est. Return
1 Year Est. Return
+12.18%
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
+$4.67K

Top Sells

1
+$28.4M
2
+$1.67M
3
+$176K
4
BP icon
BP
BP
+$3.79K
5
BCS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.48M 1.21%
59,537
27
$4.33M 1.17%
168,230
28
$4.33M 1.17%
113,492
29
$3.98M 1.08%
297,959
30
$3.95M 1.07%
125,646
31
$3.56M 0.97%
123,084
32
$3.47M 0.94%
72,317
33
$3.3M 0.89%
28,665
34
$3.16M 0.86%
205,512
35
$2.85M 0.77%
235,030
36
$2.75M 0.74%
23,511
37
$2.63M 0.71%
144,604
38
$2.6M 0.7%
96,186
39
$2.4M 0.65%
29,107
40
$2.36M 0.64%
168,852
41
$2.35M 0.64%
189,650
42
$2.33M 0.63%
187,783
43
$2.31M 0.62%
163,103
44
$2.3M 0.62%
188,180
45
$2.28M 0.62%
185,956
46
$2.13M 0.58%
20,302
47
$2.09M 0.57%
25,223
48
$1.93M 0.52%
18,486
49
$1.9M 0.51%
48,561
50
$1.88M 0.51%
22,300
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