JWA
JFS Wealth Advisors Portfolio holdings
AUM
$1.57B
1-Year Return
12.18%
This Quarter Return
+13%
1 Year Return
+12.18%
3 Year Return
+41.52%
5 Year Return
+65.5%
10 Year Return
+100.04%
AUM
$476M
AUM Growth
+$55.7M
(+13%)
Cap. Flow
+$4.15M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
43.77%
Holding
649
New
71
Increased
155
Reduced
96
Closed
63
Top Buys
| 1 |
iShares Global REIT ETF
REET
|
$2.68M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.76M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.35M |
| 4 |
Schwab International Equity ETF
SCHF
|
$1.3M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.15M |
Top Sells
Sector Composition
| 1 | Financials | 6.67% |
| 2 | Technology | 3.08% |
| 3 | Communication Services | 1.74% |
| 4 | Consumer Discretionary | 1.72% |
| 5 | Healthcare | 1.69% |
