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JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.79B
1-Year Est. Return 16.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$395M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.26M
3
+$921K
4
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$689K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$435K

Top Sells

1
+$1.72M
2
+$1.1M
3
+$480K
4
CMCSA icon
Comcast
CMCSA
+$268K
5
JNJ icon
Johnson & Johnson
JNJ
+$265K

Sector Composition

1 Financials 7.67%
2 Energy 2.68%
3 Healthcare 2.34%
4 Technology 1.99%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12K ﹤0.01%
152
+1
352
$12K ﹤0.01%
880
353
$12K ﹤0.01%
148
354
$12K ﹤0.01%
203
355
$12K ﹤0.01%
59
356
$12K ﹤0.01%
139
-9
357
$11K ﹤0.01%
158
358
$11K ﹤0.01%
399
359
$11K ﹤0.01%
25
360
$11K ﹤0.01%
69
-40
361
$11K ﹤0.01%
38
362
$11K ﹤0.01%
262
+3
363
$11K ﹤0.01%
55
364
$11K ﹤0.01%
2,500
365
$10K ﹤0.01%
135
366
$10K ﹤0.01%
1,755
+769
367
$10K ﹤0.01%
200
368
$10K ﹤0.01%
84
369
$10K ﹤0.01%
400
370
$10K ﹤0.01%
+500
371
$9K ﹤0.01%
91
372
$9K ﹤0.01%
240
373
$9K ﹤0.01%
680
+320
374
$9K ﹤0.01%
620
375
$9K ﹤0.01%
122
13 14
15
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