JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.57B
1-Year Est. Return 12.18%
This Quarter Est. Return
1 Year Est. Return
+12.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$380M
AUM Growth
+$917K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1 +$997K
2 +$728K
3 +$414K
4
T icon
AT&T
T
+$386K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$240K

Sector Composition

1 Financials 8.48%
2 Energy 2.97%
3 Healthcare 2.49%
4 Technology 2.14%
5 Communication Services 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-193
577
$0 ﹤0.01%
+30
578
-70
579
-3