JWA
JFS Wealth Advisors Portfolio holdings
AUM
$1.57B
1-Year Return
12.18%
This Quarter Return
+2.45%
1 Year Return
+12.18%
3 Year Return
+41.52%
5 Year Return
+65.5%
10 Year Return
+100.04%
AUM
$369M
AUM Growth
+$19.4M
(+5.5%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
2.93%
Top 10 Holdings %
Top 10 Hldgs %
42.14%
Holding
513
New
22
Increased
100
Reduced
130
Closed
62
Top Buys
Top Sells
| 1 |
iRadimed
IRMD
|
$3.23M |
| 2 |
WisdomTree US Total Dividend Fund
DTD
|
$2.63M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$2.56M |
| 4 |
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
|
$2.22M |
| 5 |
WisdomTree International LargeCap Dividend Fund
DOL
|
$1.33M |
Sector Composition
| 1 | Financials | 8.85% |
| 2 | Energy | 3.46% |
| 3 | Healthcare | 2.99% |
| 4 | Communication Services | 2.16% |
| 5 | Consumer Staples | 2.09% |
