JWA
JFS Wealth Advisors Portfolio holdings
AUM
$1.57B
1-Year Return
12.18%
This Quarter Return
+1.98%
1 Year Return
+12.18%
3 Year Return
+41.52%
5 Year Return
+65.5%
10 Year Return
+100.04%
AUM
$339M
AUM Growth
-$7.89M
(-2.3%)
Cap. Flow
-$13M
Cap. Flow
% of AUM
-3.82%
Top 10 Holdings %
Top 10 Hldgs %
45.72%
Holding
686
New
137
Increased
139
Reduced
153
Closed
37
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$3.76M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.5M |
| 3 |
Schwab International Equity ETF
SCHF
|
$2.38M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$2.36M |
| 5 |
Novartis
NVS
|
$2.26M |
Sector Composition
| 1 | Financials | 8.83% |
| 2 | Healthcare | 4.74% |
| 3 | Energy | 3.92% |
| 4 | Communication Services | 2.6% |
| 5 | Consumer Staples | 2.59% |
