JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.78B
1-Year Est. Return 16.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.45%
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 Buys

1
+$4.34M
2
+$3.8M
3
+$3.56M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.96M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$2.37M

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 3.61%
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
1176
$3.85K ﹤0.01%
10
+3
1177
$3.84K ﹤0.01%
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-3
1178
$3.83K ﹤0.01%
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1179
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1180
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103
+26
1181
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1183
$3.8K ﹤0.01%
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1184
$3.79K ﹤0.01%
4
1185
$3.76K ﹤0.01%
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1186
$3.76K ﹤0.01%
176
-33
1187
$3.75K ﹤0.01%
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1188
$3.75K ﹤0.01%
72
-248
1189
$3.73K ﹤0.01%
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+65
1190
$3.71K ﹤0.01%
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$3.7K ﹤0.01%
107
-6
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$3.69K ﹤0.01%
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1193
$3.69K ﹤0.01%
37
-6
1194
$3.68K ﹤0.01%
328
-117
1195
$3.67K ﹤0.01%
49
-1
1196
$3.66K ﹤0.01%
23
1197
$3.65K ﹤0.01%
79
1198
$3.64K ﹤0.01%
231
-144
1199
$3.62K ﹤0.01%
50
+1
1200
$3.61K ﹤0.01%
36
46 47
48
49 50