JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.71B
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,029
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$3.01M
3
+$1.75M
4
AAPL icon
Apple
AAPL
+$1.69M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.59M

Top Sells

1
+$7.98M
2
+$7.38M
3
+$2.55M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$2.27M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.91M

Sector Composition

1 Financials 4.65%
2 Technology 3.58%
3 Energy 1.12%
4 Industrials 1%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$12.6K ﹤0.01%
63
-3
652
$12.6K ﹤0.01%
70
+1
653
$12.5K ﹤0.01%
352
654
$12.5K ﹤0.01%
75
655
$12.5K ﹤0.01%
859
+48
656
$12.5K ﹤0.01%
110
+35
657
$12.4K ﹤0.01%
185
658
$12.3K ﹤0.01%
455
+190
659
$12.3K ﹤0.01%
131
-43
660
$12.3K ﹤0.01%
357
-81
661
$12.2K ﹤0.01%
180
+67
662
$12.2K ﹤0.01%
65
663
$12.1K ﹤0.01%
133
+13
664
$12.1K ﹤0.01%
89
665
$12.1K ﹤0.01%
696
+25
666
$12K ﹤0.01%
726
667
$12K ﹤0.01%
211
+1
668
$12K ﹤0.01%
381
+146
669
$12K ﹤0.01%
221
+29
670
$12K ﹤0.01%
852
671
$11.8K ﹤0.01%
437
672
$11.8K ﹤0.01%
138
+25
673
$11.8K ﹤0.01%
138
674
$11.8K ﹤0.01%
59
+1
675
$11.8K ﹤0.01%
94
+23
25 26
27
28 29