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
376
$50.1K ﹤0.01%
+1,081
377
$50.1K ﹤0.01%
578
-65
378
$49.9K ﹤0.01%
128
+68
379
$48.5K ﹤0.01%
300
380
$47.8K ﹤0.01%
267
381
$47.8K ﹤0.01%
300
+39
382
$47.2K ﹤0.01%
728
-9
383
$47K ﹤0.01%
862
-16
384
$47K ﹤0.01%
204
-9
385
$46.5K ﹤0.01%
2,013
386
$46.1K ﹤0.01%
617
387
$46K ﹤0.01%
519
+385
388
$45.5K ﹤0.01%
1,120
-30
389
$45.4K ﹤0.01%
919
-6
390
$45.1K ﹤0.01%
420
+194
391
$44.2K ﹤0.01%
972
+1
392
$44.1K ﹤0.01%
348
393
$43.7K ﹤0.01%
867
394
$43.5K ﹤0.01%
1,318
+109
395
$43K ﹤0.01%
1,172
+10
396
$42.7K ﹤0.01%
704
+54
397
$42.3K ﹤0.01%
302
+4
398
$42.1K ﹤0.01%
1,271
+6
399
$41.9K ﹤0.01%
611
+5
400
$41.9K ﹤0.01%
122
14 15
16
17 18