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
$1.57B
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,986
New
Increased
Reduced
Closed

Top Sells

1 +$12.2M
2 +$2.9M
3 +$1.98M
4
AAPL icon
Apple
AAPL
+$1.35M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$884K

Sector Composition

1 Financials 5.89%
2 Technology 3.62%
3 Consumer Staples 1.14%
4 Communication Services 1.1%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBKR icon
1026
Interactive Brokers
IBKR
$29.4B
$5.99K ﹤0.01%
108
+12
WIT icon
1027
Wipro
WIT
$27.8B
$5.97K ﹤0.01%
1,978
-400
EMN icon
1028
Eastman Chemical
EMN
$6.87B
$5.9K ﹤0.01%
79
-15
KEX icon
1029
Kirby Corp
KEX
$5.89B
$5.9K ﹤0.01%
52
VMI icon
1030
Valmont Industries
VMI
$7.83B
$5.88K ﹤0.01%
18
+6
TRI icon
1031
Thomson Reuters
TRI
$62.8B
$5.83K ﹤0.01%
29
PBR icon
1032
Petrobras
PBR
$84.9B
$5.83K ﹤0.01%
466
-569
AFRM icon
1033
Affirm
AFRM
$24.2B
$5.81K ﹤0.01%
84
+6
DT icon
1034
Dynatrace
DT
$14.1B
$5.8K ﹤0.01%
105
-14
ESAB icon
1035
ESAB
ESAB
$6.79B
$5.79K ﹤0.01%
48
UMBF icon
1036
UMB Financial
UMBF
$8.23B
$5.78K ﹤0.01%
55
ADT icon
1037
ADT
ADT
$6.87B
$5.72K ﹤0.01%
675
+123
AMG icon
1038
Affiliated Managers Group
AMG
$7.27B
$5.71K ﹤0.01%
29
-1
IBB icon
1039
iShares Biotechnology ETF
IBB
$6.57B
$5.69K ﹤0.01%
45
SNV icon
1040
Synovus
SNV
$6.49B
$5.69K ﹤0.01%
110
-13
CFG icon
1041
Citizens Financial Group
CFG
$22.2B
$5.68K ﹤0.01%
127
-138
VOD icon
1042
Vodafone
VOD
$29.4B
$5.65K ﹤0.01%
530
+28
CXT icon
1043
Crane NXT
CXT
$3.46B
$5.61K ﹤0.01%
104
SBS icon
1044
Sabesp
SBS
$18.3B
$5.6K ﹤0.01%
255
TKC icon
1045
Turkcell
TKC
$4.86B
$5.6K ﹤0.01%
925
FNV icon
1046
Franco-Nevada
FNV
$38B
$5.57K ﹤0.01%
34
FMX icon
1047
Fomento Económico Mexicano
FMX
$32.5B
$5.56K ﹤0.01%
54
A icon
1048
Agilent Technologies
A
$41.6B
$5.55K ﹤0.01%
47
-66
FYBR icon
1049
Frontier Communications
FYBR
$9.47B
$5.5K ﹤0.01%
151
TSN icon
1050
Tyson Foods
TSN
$19.1B
$5.48K ﹤0.01%
98
-68