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JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.79B
1-Year Est. Return 16.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
-$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$280K
3
+$269K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$227K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$227K

Top Sells

1
+$1.98M
2
+$850K
3
+$819K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$674K
5
BND icon
Vanguard Total Bond Market
BND
+$658K

Sector Composition

1 Financials 7.54%
2 Energy 2.59%
3 Technology 2.21%
4 Healthcare 2.21%
5 Consumer Staples 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
56
-95
477
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10
478
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+20
479
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+6
480
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481
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482
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483
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485
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486
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7
492
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495
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93
-158
498
$1K ﹤0.01%
75
499
$1K ﹤0.01%
+44
500
$1K ﹤0.01%
+23
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