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
1226
$2.87K ﹤0.01%
54
1227
$2.86K ﹤0.01%
1,003
+4
1228
$2.83K ﹤0.01%
208
1229
$2.82K ﹤0.01%
49
1230
$2.8K ﹤0.01%
40
-8
1231
$2.76K ﹤0.01%
695
1232
$2.76K ﹤0.01%
255
-93
1233
$2.76K ﹤0.01%
31
1234
$2.75K ﹤0.01%
17
1235
$2.75K ﹤0.01%
52
+17
1236
$2.75K ﹤0.01%
85
+13
1237
$2.73K ﹤0.01%
19
1238
$2.73K ﹤0.01%
99
+16
1239
$2.73K ﹤0.01%
22
1240
$2.72K ﹤0.01%
69
1241
$2.7K ﹤0.01%
94
-102
1242
$2.69K ﹤0.01%
33
+4
1243
$2.69K ﹤0.01%
48
+21
1244
$2.69K ﹤0.01%
20
1245
$2.69K ﹤0.01%
156
-1
1246
$2.69K ﹤0.01%
58
1247
$2.67K ﹤0.01%
170
1248
$2.65K ﹤0.01%
8
1249
$2.64K ﹤0.01%
10
1250
$2.64K ﹤0.01%
11
-6
48 49
50
51 52