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
$347M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$22.4M
3
+$18.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10.6M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$9.61M

Top Sells

1
+$4.77M
2
+$2.07M
3
+$1.39M
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$1.25M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.13M

Sector Composition

1 Financials 9.41%
2 Healthcare 5.95%
3 Energy 3.97%
4 Communication Services 2.47%
5 Consumer Staples 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$35K 0.01%
3,271
-1,084
277
$34K 0.01%
1,559
278
$34K 0.01%
+310
279
$33K 0.01%
+842
280
$32K 0.01%
1,298
281
$32K 0.01%
148
282
$32K 0.01%
1,473
283
$32K 0.01%
260
-10
284
$32K 0.01%
701
285
$32K 0.01%
200
286
$31K 0.01%
496
+102
287
$31K 0.01%
2,700
288
$30K 0.01%
8,133
289
$30K 0.01%
4,458
-2,169
290
$30K 0.01%
300
291
$30K 0.01%
1,527
292
$30K 0.01%
97
293
$30K 0.01%
+91
294
$29K 0.01%
659
+244
295
$29K 0.01%
500
296
$29K 0.01%
380
+150
297
$29K 0.01%
1,100
298
$27K 0.01%
600
299
$27K 0.01%
2,443
300
$27K 0.01%
762
10 11
12
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