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
1276
$2.5K ﹤0.01%
44
-1
1277
$2.5K ﹤0.01%
50
-69
1278
$2.49K ﹤0.01%
518
1279
$2.48K ﹤0.01%
50
+19
1280
$2.48K ﹤0.01%
59
+7
1281
$2.48K ﹤0.01%
20
-25
1282
$2.48K ﹤0.01%
25
1283
$2.44K ﹤0.01%
30
1284
$2.44K ﹤0.01%
24
-8
1285
$2.42K ﹤0.01%
392
+17
1286
$2.42K ﹤0.01%
12
1287
$2.42K ﹤0.01%
375
+197
1288
$2.42K ﹤0.01%
1,590
1289
$2.42K ﹤0.01%
41
+10
1290
$2.42K ﹤0.01%
54
+20
1291
$2.41K ﹤0.01%
183
+5
1292
$2.4K ﹤0.01%
37
+4
1293
$2.37K ﹤0.01%
23
1294
$2.36K ﹤0.01%
44
1295
$2.36K ﹤0.01%
36
1296
$2.36K ﹤0.01%
37
+4
1297
$2.36K ﹤0.01%
35
+6
1298
$2.36K ﹤0.01%
38
+7
1299
$2.36K ﹤0.01%
87
+1
1300
$2.36K ﹤0.01%
29
50 51
52
53 54