JWA
JFS Wealth Advisors Portfolio holdings
AUM
$1.57B
1-Year Return
12.18%
This Quarter Return
-7.93%
1 Year Return
+12.18%
3 Year Return
+41.52%
5 Year Return
+65.5%
10 Year Return
+100.04%
AUM
$227M
AUM Growth
+$32.3M
(+17%)
Cap. Flow
+$49.8M
Cap. Flow
% of AUM
21.92%
Top 10 Holdings %
Top 10 Hldgs %
42.49%
Holding
627
New
116
Increased
121
Reduced
102
Closed
140
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$11.2M |
| 2 |
Apple
AAPL
|
$4.1M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$3.71M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.57M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.96M |
Top Sells
Sector Composition
| 1 | Financials | 12.87% |
| 2 | Energy | 6.27% |
| 3 | Healthcare | 6.19% |
| 4 | Technology | 3.1% |
| 5 | Consumer Staples | 3.05% |
