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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
$974M
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$92M
2
+$18.8M
3
+$17.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.9M
5
AAPL icon
Apple
AAPL
+$11.3M

Top Sells

1
+$2.34M
2
+$2.1M
3
+$1.22M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.22M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$881K

Sector Composition

1 Financials 4.28%
2 Technology 3.19%
3 Consumer Discretionary 1.26%
4 Communication Services 1.2%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$9K ﹤0.01%
+31
652
$9K ﹤0.01%
23
653
$9K ﹤0.01%
100
654
$9K ﹤0.01%
100
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655
$9K ﹤0.01%
148
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656
$9K ﹤0.01%
76
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657
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658
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+100
659
$9K ﹤0.01%
424
+30
660
$9K ﹤0.01%
139
661
$9K ﹤0.01%
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$9K ﹤0.01%
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663
$9K ﹤0.01%
250
664
$9K ﹤0.01%
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$9K ﹤0.01%
250
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$9K ﹤0.01%
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$8K ﹤0.01%
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669
$8K ﹤0.01%
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$8K ﹤0.01%
138
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$8K ﹤0.01%
+100
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$8K ﹤0.01%
+852
673
$8K ﹤0.01%
202
674
$8K ﹤0.01%
328
675
$8K ﹤0.01%
400
25 26
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