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
176
$88K 0.02%
11,431
177
$88K 0.02%
2,296
178
$88K 0.02%
12,000
179
$87K 0.02%
1,990
180
$86K 0.02%
1,250
181
$85K 0.02%
901
182
$84K 0.02%
2,800
183
$81K 0.02%
6,750
184
$78K 0.02%
900
185
$78K 0.02%
905
186
$77K 0.02%
1,805
187
$77K 0.02%
2,528
188
$77K 0.02%
12,559
189
$76K 0.02%
681
190
$75K 0.02%
5,673
191
$75K 0.02%
3,174
192
$74K 0.02%
17,431
193
$73K 0.02%
1,397
194
$73K 0.02%
2,017
195
$71K 0.02%
1,131
196
$71K 0.02%
1,885
197
$70K 0.02%
2,961
198
$70K 0.02%
501
199
$68K 0.02%
1,879
200
$68K 0.02%
2,985
6 7
8
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