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
76
$707K 0.19%
17,041
77
$701K 0.19%
22,800
78
$688K 0.19%
7,968
79
$684K 0.19%
4,150
80
$662K 0.18%
17,735
81
$654K 0.18%
17,586
82
$630K 0.17%
11,805
83
$623K 0.17%
4,644
84
$533K 0.14%
9,492
85
$465K 0.13%
6,439
86
$458K 0.12%
4,905
87
$449K 0.12%
8,150
88
$442K 0.12%
4,762
89
$428K 0.12%
5,301
90
$423K 0.11%
1,400
91
$422K 0.11%
4,112
92
$418K 0.11%
1,385
93
$402K 0.11%
10,538
94
$395K 0.11%
3,831
95
$390K 0.11%
1,629
96
$388K 0.11%
2,250
97
$374K 0.1%
4,456
98
$373K 0.1%
5,999
99
$366K 0.1%
9,480
100
$328K 0.09%
13,929
2 3
4
5 6