JWA
JFS Wealth Advisors Portfolio holdings
AUM
$1.57B
1-Year Return
12.18%
This Quarter Return
+1.48%
1 Year Return
+12.18%
3 Year Return
+41.52%
5 Year Return
+65.5%
10 Year Return
+100.04%
AUM
$380M
AUM Growth
+$917K
(+0.24%)
Cap. Flow
-$3.46M
Cap. Flow
% of AUM
-0.91%
Top 10 Holdings %
Top 10 Hldgs %
45.76%
Holding
579
New
32
Increased
102
Reduced
130
Closed
107
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
+$997K |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$728K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$414K |
| 4 |
AT&T
T
|
+$386K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$240K |
Top Sells
Sector Composition
| 1 | Financials | 8.48% |
| 2 | Energy | 2.97% |
| 3 | Healthcare | 2.49% |
| 4 | Technology | 2.14% |
| 5 | Communication Services | 2% |
