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JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.79B
1-Year Est. Return 16.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
-$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$853K
3
+$487K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$330K
5
BAC icon
Bank of America
BAC
+$292K

Top Sells

1
+$3.76M
2
+$2.47M
3
+$2.39M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.28M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.13M

Sector Composition

1 Financials 8.83%
2 Healthcare 4.74%
3 Energy 3.92%
4 Communication Services 2.6%
5 Consumer Staples 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1K ﹤0.01%
+58
602
$1K ﹤0.01%
+18
603
$1K ﹤0.01%
+200
604
$1K ﹤0.01%
260
605
$1K ﹤0.01%
34
606
$1K ﹤0.01%
+22
607
$1K ﹤0.01%
+7
608
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609
$1K ﹤0.01%
50
610
$1K ﹤0.01%
+6
611
$1K ﹤0.01%
+17
612
– –
0
613
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17
614
$1K ﹤0.01%
+8
615
$1K ﹤0.01%
+10
616
$1K ﹤0.01%
+65
617
$1K ﹤0.01%
+9
618
$1K ﹤0.01%
+48
619
$1K ﹤0.01%
+500
620
$1K ﹤0.01%
+6
621
$1K ﹤0.01%
108
+1
622
$1K ﹤0.01%
+54
623
$0 ﹤0.01%
+2
624
$0 ﹤0.01%
3
625
– –
-1,060
23 24
25
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