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
$347M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$22.4M
3
+$18.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10.6M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$9.61M

Top Sells

1
+$4.77M
2
+$2.07M
3
+$1.39M
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$1.25M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.13M

Sector Composition

1 Financials 9.41%
2 Healthcare 5.95%
3 Energy 3.97%
4 Communication Services 2.47%
5 Consumer Staples 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K ﹤0.01%
170
402
$9K ﹤0.01%
816
403
$9K ﹤0.01%
570
404
$9K ﹤0.01%
1,000
405
$9K ﹤0.01%
283
406
$9K ﹤0.01%
+240
407
$9K ﹤0.01%
125
408
$9K ﹤0.01%
+126
409
$9K ﹤0.01%
+109
410
$9K ﹤0.01%
1,300
411
$9K ﹤0.01%
100
412
$8K ﹤0.01%
174
413
$8K ﹤0.01%
+75
414
$8K ﹤0.01%
100
415
$8K ﹤0.01%
100
416
$8K ﹤0.01%
735
+4
417
$8K ﹤0.01%
+229
418
$8K ﹤0.01%
544
419
$8K ﹤0.01%
180
420
$8K ﹤0.01%
+134
421
$8K ﹤0.01%
+204
422
$8K ﹤0.01%
517
423
$8K ﹤0.01%
309
+231
424
$8K ﹤0.01%
+300
425
$7K ﹤0.01%
560
-460
15 16
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