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JWA

JFS Wealth Advisors Portfolio holdings

AUM $2.01B
1-Year Est. Return 21.74%
This Fund
S&P 500
This Quarter Est. Return
+3.07%
1 Year Est. Return
+21.74%
3 Year Est. Return
+54.75%
5 Year Est. Return
+52%
10 Year Est. Return
+143.41%
AUM
$362M
AUM Growth
+$22.7M
Cap. Flow
+$13M
Cap. Flow %
3.58%
Top 10 Hldgs %
43.81%
Holding
674
New
27
Increased
128
Reduced
147
Closed
168

Sector Composition

Rank Sector Weight
1 Financials 8.99%
2 Healthcare 5.26%
3 Energy 4.25%
4 Communication Services 2.62%
5 Consumer Staples 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AGZ icon
501
iShares Agency Bond ETF
AGZ
$558M
-50
Closed -$6K
ALLY icon
502
Ally Financial
ALLY
$13.2B
-65
Closed -$1K
AMG icon
503
Affiliated Managers Group
AMG
$9.69B
-9
Closed -$1K
AMLP icon
504
Alerian MLP ETF
AMLP
$13B
-1,586
Closed -$87K
AMSC icon
505
American Superconductor
AMSC
$1.42B
$0 ﹤0.01%
10
AMT icon
506
American Tower
AMT
$80.8B
-50
Closed -$5K
APD icon
507
Air Products & Chemicals
APD
$65.7B
-25
Closed -$3K
APH icon
508
Amphenol
APH
$198B
-48
Closed -$1K
ASUR icon
509
Asure Software
ASUR
$232M
$0 ﹤0.01%
8
AVNT icon
510
Avient
AVNT
$3.33B
$0 ﹤0.01%
7
AVT icon
511
Avnet
AVT
$7.29B
-26
Closed -$1K
AZO icon
512
AutoZone
AZO
$49.2B
-1
Closed -$1K
BABA icon
513
Alibaba
BABA
$293B
-18
Closed -$1K
BEN icon
514
Franklin Resources
BEN
$17.6B
-14
Closed -$1K
BF.B icon
515
Brown-Forman Class B
BF.B
$13.2B
-22
Closed -$1K
BKNG icon
516
Booking.com
BKNG
$149B
-50
Closed -$3K
BSBR icon
517
Santander
BSBR
$42.5B
-5,627
Closed -$25K
CHRW icon
518
C.H. Robinson
CHRW
$17.4B
-9
Closed -$1K
CINF icon
519
Cincinnati Financial
CINF
$27.3B
-3
Closed
CLB icon
520
Core Laboratories
CLB
$488M
-23
Closed -$3K
CLX icon
521
Clorox
CLX
$11.6B
-6
Closed -$1K
COF icon
522
Capital One
COF
$128B
-40
Closed -$3K
CTSH icon
523
Cognizant
CTSH
$24.9B
-54
Closed -$3K
CXSE icon
524
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$493M
-1,298
Closed -$30K
DB icon
525
Deutsche Bank
DB
$69B
-62
Closed -$1K

Similar funds

JFS Wealth Advisors's Q2 2016 Portfolio in Review

As of Q2 2016, JFS Wealth Advisors held 674 positions worth $362M, up 6.7% from $339M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

JFS Wealth Advisors deployed $13M of net new capital in Q2 2016, opening 27 new positions and adding to 128 existing holdings. Its largest new stake was Nuveen Municipal Credit Income Fund: 119,723 shares worth $1.91M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, up from 8.8% a quarter earlier, followed by Healthcare and Energy.

On the sell side, the largest reduction was Schwab International Equity ETF, an estimated $2.22M trimmed.

  • JFS Wealth Advisors's largest Q2 2016 buy was Nuveen Municipal Credit Income Fund: 119,723 shares worth $1.91M.
  • JFS Wealth Advisors added most to iShares Core US Aggregate Bond ETF in Q2 2016, an estimated $2.24M increase.
  • JFS Wealth Advisors's biggest Q2 2016 reduction was Schwab International Equity ETF, cutting an estimated $2.22M.
  • JFS Wealth Advisors fully exited NUVEEN MUNI ADVANTAGE FUND in Q2 2016, selling an estimated $1.77M.
  • JFS Wealth Advisors's ten largest holdings make up 44% of its $362M portfolio in Q2 2016.
  • JFS Wealth Advisors opened 27 new positions and closed 168 in Q2 2016.
  • JFS Wealth Advisors's portfolio value rose 6.7% quarter-over-quarter to $362M.

Based on JFS Wealth Advisors's 13F filing for Q2 2016, filed 25 Jul 2016.