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
326
$72.2K 0.01%
1,270
-44
327
$71.9K 0.01%
918
+49
328
$71.7K 0.01%
+2,054
329
$71.5K 0.01%
1,499
+69
330
$70.3K 0.01%
420
+5
331
$70.2K 0.01%
319
332
$69.8K 0.01%
136
333
$69.4K 0.01%
1,055
334
$68.8K 0.01%
1,897
+548
335
$68.1K 0.01%
740
336
$67.9K 0.01%
1,156
337
$67.1K 0.01%
509
-290
338
$66.6K 0.01%
1,130
339
$65.6K 0.01%
635
-1
340
$64.8K 0.01%
1,728
+6
341
$64.3K 0.01%
317
+9
342
$63.5K 0.01%
375
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343
$63.5K 0.01%
845
344
$62.5K 0.01%
2,566
345
$62K 0.01%
1,071
346
$62K 0.01%
174
-1
347
$61.1K 0.01%
506
+4
348
$61.1K 0.01%
2,589
349
$60.7K 0.01%
166
+64
350
$60.4K 0.01%
336
+104
12 13
14
15 16