JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.78B
1-Year Est. Return 16.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.45%
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 +$989K
2 +$726K
3 +$412K
4
T icon
AT&T
T
+$400K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$246K

Sector Composition

1 Financials 8.48%
2 Energy 2.97%
3 Healthcare 2.49%
4 Technology 2.11%
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