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
701
$10.9K ﹤0.01%
450
702
$10.9K ﹤0.01%
851
+35
703
$10.9K ﹤0.01%
42
+7
704
$10.7K ﹤0.01%
155
705
$10.7K ﹤0.01%
26
+2
706
$10.6K ﹤0.01%
186
-75
707
$10.6K ﹤0.01%
152
+7
708
$10.5K ﹤0.01%
237
+39
709
$10.5K ﹤0.01%
73
710
$10.4K ﹤0.01%
126
711
$10.4K ﹤0.01%
125
712
$10.4K ﹤0.01%
69
713
$10.4K ﹤0.01%
235
714
$10.4K ﹤0.01%
139
+5
715
$10.3K ﹤0.01%
223
+161
716
$10.3K ﹤0.01%
209
717
$10.2K ﹤0.01%
633
718
$10.2K ﹤0.01%
426
+23
719
$10.2K ﹤0.01%
130
+4
720
$10.1K ﹤0.01%
+227
721
$10.1K ﹤0.01%
+164
722
$10.1K ﹤0.01%
67
-17
723
$10.1K ﹤0.01%
95
+36
724
$10.1K ﹤0.01%
677
+253
725
$10.1K ﹤0.01%
50
+9
27 28
29
30 31