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
426
$7K ﹤0.01%
1,040
427
$7K ﹤0.01%
211
+1
428
$7K ﹤0.01%
114
429
$7K ﹤0.01%
358
430
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161
+1
431
$7K ﹤0.01%
244
432
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+6
433
$7K ﹤0.01%
+336
434
$7K ﹤0.01%
+127
435
$7K ﹤0.01%
72
436
$7K ﹤0.01%
+267
437
$6K ﹤0.01%
+50
438
$6K ﹤0.01%
+64
439
$6K ﹤0.01%
110
+76
440
$6K ﹤0.01%
+234
441
$6K ﹤0.01%
555
442
$6K ﹤0.01%
50
443
$6K ﹤0.01%
+269
444
$5K ﹤0.01%
+46
445
$5K ﹤0.01%
100
446
$5K ﹤0.01%
+59
447
$5K ﹤0.01%
+126
448
$5K ﹤0.01%
190
449
$5K ﹤0.01%
+49
450
$5K ﹤0.01%
120
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