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
$1.06B
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,029
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.01M
3
+$1.75M
4
AAPL icon
Apple
AAPL
+$1.69M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.59M

Top Sells

1
+$7.98M
2
+$7.38M
3
+$2.55M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$2.27M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.91M

Sector Composition

1 Financials 4.65%
2 Technology 3.58%
3 Energy 1.12%
4 Industrials 1%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$82.6K 0.01%
870
+35
302
$82.5K 0.01%
2,415
-72
303
$81.6K 0.01%
1,173
+11
304
$80.7K 0.01%
730
+22
305
$79.7K 0.01%
195
+1
306
$79.4K 0.01%
356
+1
307
$78.9K 0.01%
500
308
$78.5K 0.01%
1,522
+63
309
$78.4K 0.01%
1,813
310
$77.7K 0.01%
1,836
311
$77.7K 0.01%
373
+14
312
$76.8K 0.01%
7,792
+143
313
$75.9K 0.01%
1,333
-23
314
$75.7K 0.01%
435
+372
315
$75.4K 0.01%
7,603
-1,545
316
$75.1K 0.01%
960
+172
317
$75K 0.01%
2,143
318
$74.9K 0.01%
2,800
-268
319
$74.9K 0.01%
502
-31
320
$74.7K 0.01%
3,673
321
$74.5K 0.01%
1,728
322
$74K 0.01%
730
323
$72.9K 0.01%
143
+15
324
$72.4K 0.01%
757
+24
325
$72.3K 0.01%
2,178
11 12
13
14 15