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
201
$66K 0.02%
4,000
202
$66K 0.02%
13,810
203
$65K 0.02%
1,105
204
$63K 0.02%
847
205
$63K 0.02%
996
206
$62K 0.02%
7,003
207
$61K 0.02%
596
208
$61K 0.02%
501
209
$60K 0.02%
4,989
210
$59K 0.02%
3,695
211
$59K 0.02%
681
212
$58K 0.02%
4,940
213
$58K 0.02%
5,165
214
$57K 0.02%
800
215
$57K 0.02%
1,284
216
$57K 0.02%
2,100
217
$56K 0.02%
1,111
218
$55K 0.01%
573
219
$53K 0.01%
849
220
$52K 0.01%
2,160
221
$50K 0.01%
376
222
$49K 0.01%
1,118
223
$48K 0.01%
1,708
224
$47K 0.01%
717
225
$47K 0.01%
599
7 8
9
10 11