JWA
JFS Wealth Advisors Portfolio holdings
AUM
$1.57B
1-Year Return
12.18%
This Quarter Return
+5.53%
1 Year Return
+12.18%
3 Year Return
+41.52%
5 Year Return
+65.5%
10 Year Return
+100.04%
AUM
$406M
AUM Growth
+$14M
(+3.6%)
Cap. Flow
-$6.64M
Cap. Flow
% of AUM
-1.64%
Top 10 Holdings %
Top 10 Hldgs %
45.84%
Holding
566
New
33
Increased
106
Reduced
80
Closed
35
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.01M |
| 2 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$1.95M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.35M |
| 4 |
Alliance Resource Partners
ARLP
|
$782K |
| 5 |
Schwab International Equity ETF
SCHF
|
$533K |
Top Sells
Sector Composition
| 1 | Financials | 7.69% |
| 2 | Energy | 2.58% |
| 3 | Technology | 2.47% |
| 4 | Healthcare | 2.34% |
| 5 | Consumer Staples | 1.94% |
