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
$1.06B
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,029
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.01M
3
+$1.75M
4
AAPL icon
Apple
AAPL
+$1.69M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.59M

Top Sells

1
+$7.98M
2
+$7.38M
3
+$2.55M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$2.27M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.91M

Sector Composition

1 Financials 4.65%
2 Technology 3.58%
3 Energy 1.12%
4 Industrials 1%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$21.9K ﹤0.01%
169
-4
527
$21.8K ﹤0.01%
95
528
$21.7K ﹤0.01%
392
+36
529
$21.6K ﹤0.01%
49
+8
530
$21.5K ﹤0.01%
1,214
+56
531
$21.4K ﹤0.01%
31
532
$21.4K ﹤0.01%
399
+73
533
$21.2K ﹤0.01%
1,108
+9
534
$21.2K ﹤0.01%
1,125
535
$21.2K ﹤0.01%
200
+56
536
$21.1K ﹤0.01%
403
537
$21.1K ﹤0.01%
1,076
538
$21K ﹤0.01%
774
-76
539
$20.8K ﹤0.01%
653
540
$20.8K ﹤0.01%
892
+104
541
$20.7K ﹤0.01%
105
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542
$20.5K ﹤0.01%
236
543
$20.5K ﹤0.01%
234
544
$20.4K ﹤0.01%
593
-177
545
$20.3K ﹤0.01%
229
-24
546
$20.3K ﹤0.01%
439
-57
547
$20.3K ﹤0.01%
79
548
$20.3K ﹤0.01%
1,674
+11
549
$20.2K ﹤0.01%
186
-2
550
$20.2K ﹤0.01%
213
+8
20 21
22
23 24