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
$199M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.03%
2 Energy 8.56%
3 Healthcare 4.83%
4 Consumer Staples 2.98%
5 Technology 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$221K 0.11%
+30,900
102
$217K 0.11%
+5,019
103
$213K 0.11%
+3,304
104
$205K 0.1%
+8,176
105
$144K 0.07%
+12,593
106
$143K 0.07%
+5,949
107
$97.5K 0.05%
+21,252
108
$86.9K 0.04%
+12,510
109
$78.5K 0.04%
+12,635