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
676
$11.8K ﹤0.01%
84
677
$11.7K ﹤0.01%
180
678
$11.7K ﹤0.01%
99
679
$11.7K ﹤0.01%
87
-4
680
$11.7K ﹤0.01%
97
681
$11.6K ﹤0.01%
198
+167
682
$11.6K ﹤0.01%
109
683
$11.6K ﹤0.01%
31
+1
684
$11.6K ﹤0.01%
137
-62
685
$11.6K ﹤0.01%
327
+64
686
$11.5K ﹤0.01%
93
687
$11.4K ﹤0.01%
2,100
688
$11.4K ﹤0.01%
1,089
689
$11.4K ﹤0.01%
74
690
$11.3K ﹤0.01%
173
691
$11.3K ﹤0.01%
30
692
$11.2K ﹤0.01%
114
-7
693
$11.1K ﹤0.01%
163
694
$11K ﹤0.01%
8
+1
695
$11K ﹤0.01%
542
-1
696
$11K ﹤0.01%
1,527
697
$11K ﹤0.01%
760
698
$11K ﹤0.01%
43
699
$11K ﹤0.01%
294
-42
700
$10.9K ﹤0.01%
25
-1
26 27
28
29 30