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
$408M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Sells

1 +$1.47M
2 +$646K
3 +$532K
4
AAPL icon
Apple
AAPL
+$465K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$405K

Sector Composition

1 Financials 8.73%
2 Energy 2.81%
3 Healthcare 2.66%
4 Technology 2.15%
5 Communication Services 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7K ﹤0.01%
+108
402
$7K ﹤0.01%
78
+43
403
$7K ﹤0.01%
+201
404
$7K ﹤0.01%
+425
405
$7K ﹤0.01%
1,150
406
$6K ﹤0.01%
560
407
$6K ﹤0.01%
200
408
$6K ﹤0.01%
+85
409
$6K ﹤0.01%
126
410
$6K ﹤0.01%
+560
411
$6K ﹤0.01%
+64
412
$6K ﹤0.01%
1,943
+335
413
$6K ﹤0.01%
237
+4
414
$6K ﹤0.01%
400
415
$6K ﹤0.01%
+5
416
$6K ﹤0.01%
+196
417
$6K ﹤0.01%
+78
418
$6K ﹤0.01%
+62
419
$6K ﹤0.01%
+53
420
$5K ﹤0.01%
+708
421
$5K ﹤0.01%
+232
422
$5K ﹤0.01%
+282
423
$5K ﹤0.01%
310
+6
424
$5K ﹤0.01%
+101
425
$5K ﹤0.01%
80