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
351
$60.2K 0.01%
1,664
352
$59.8K 0.01%
1,175
353
$59.6K 0.01%
160
+9
354
$58.7K 0.01%
141
355
$58.7K 0.01%
2,044
-108
356
$58.1K 0.01%
332
-7
357
$56.9K 0.01%
1,410
-187
358
$56.8K 0.01%
1,620
+14
359
$56.8K 0.01%
655
+46
360
$56.3K 0.01%
+778
361
$56.1K 0.01%
839
+6
362
$55.8K 0.01%
216
+14
363
$55.6K 0.01%
+13,500
364
$55.6K 0.01%
1,113
365
$55.3K 0.01%
542
+475
366
$55.1K 0.01%
1,339
367
$54.6K 0.01%
1,034
368
$54.3K 0.01%
541
+9
369
$54.3K 0.01%
1,240
-447
370
$53.3K 0.01%
331
371
$52.6K 0.01%
1,426
-721
372
$52.3K ﹤0.01%
651
-3
373
$52.2K ﹤0.01%
4,515
374
$52K ﹤0.01%
+2,592
375
$50.4K ﹤0.01%
2,945
+1,381
13 14
15
16 17