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
$339M
AUM Growth
-$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$822K
3 +$525K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$349K
5
BAC icon
Bank of America
BAC
+$292K

Top Sells

1 +$3.76M
2 +$2.5M
3 +$2.38M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.36M
5
NVS icon
Novartis
NVS
+$2.26M

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
676
$0 ﹤0.01%
1
-1
677
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678
$0 ﹤0.01%
1
679
-45
680
-4,635
681
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682
$0 ﹤0.01%
200
683
-12,020
684
-675
685
$0 ﹤0.01%
+9
686
-300