JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.71B
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
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
126
$199K 0.05%
1,919
127
$196K 0.05%
6,000
128
$191K 0.05%
4,982
129
$190K 0.05%
1,698
130
$188K 0.05%
8,675
131
$186K 0.05%
1,938
132
$184K 0.05%
1,652
133
$184K 0.05%
3,755
134
$182K 0.05%
1,734
135
$177K 0.05%
2,859
136
$177K 0.05%
3,514
137
$176K 0.05%
6,967
138
$175K 0.05%
6,957
139
$171K 0.05%
761
140
$169K 0.05%
9,760
141
$167K 0.05%
3,460
142
$166K 0.05%
4,100
143
$166K 0.05%
4,733
144
$163K 0.04%
2,261
145
$161K 0.04%
4,622
146
$160K 0.04%
1,400
147
$159K 0.04%
2,136
148
$153K 0.04%
2,261
149
$153K 0.04%
2,504
150
$151K 0.04%
1,315
4 5
6
7 8