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
326
$20K 0.01%
443
-3
327
$20K 0.01%
300
-640
328
$19K 0.01%
100
329
$19K 0.01%
+400
330
$19K 0.01%
500
331
$19K 0.01%
+1,500
332
$18K 0.01%
342
+1
333
$18K 0.01%
1,198
334
$18K 0.01%
403
335
$18K 0.01%
1,082
336
$18K 0.01%
273
337
$17K ﹤0.01%
260
338
$17K ﹤0.01%
+191
339
$17K ﹤0.01%
1,074
+113
340
$17K ﹤0.01%
+625
341
$16K ﹤0.01%
260
342
$16K ﹤0.01%
140
343
$16K ﹤0.01%
800
344
$16K ﹤0.01%
377
+183
345
$16K ﹤0.01%
480
346
$16K ﹤0.01%
360
347
$16K ﹤0.01%
179
+1
348
$16K ﹤0.01%
180
349
$16K ﹤0.01%
819
350
$16K ﹤0.01%
1,150
12 13
14
15 16