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
101
$326K 0.09%
6,905
102
$326K 0.09%
6,872
103
$321K 0.09%
5,786
104
$293K 0.08%
1,830
105
$277K 0.08%
18,387
106
$277K 0.08%
7,376
107
$274K 0.07%
2,385
108
$273K 0.07%
1,744
109
$265K 0.07%
11,970
110
$262K 0.07%
12,458
111
$244K 0.07%
6,808
112
$244K 0.07%
2,671
113
$236K 0.06%
8,761
114
$223K 0.06%
1,526
115
$222K 0.06%
4,964
116
$221K 0.06%
7,353
117
$221K 0.06%
2,751
118
$220K 0.06%
1,017
119
$220K 0.06%
2,800
120
$219K 0.06%
7,245
121
$218K 0.06%
624
122
$213K 0.06%
6,870
123
$211K 0.06%
6,463
-116
124
$211K 0.06%
2,028
125
$203K 0.06%
1,638
3 4
5
6 7