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
1326
$2.18K ﹤0.01%
39
+25
1327
$2.18K ﹤0.01%
68
1328
$2.18K ﹤0.01%
14
+2
1329
$2.17K ﹤0.01%
45
+14
1330
$2.17K ﹤0.01%
25
1331
$2.17K ﹤0.01%
27
1332
$2.17K ﹤0.01%
102
+22
1333
$2.16K ﹤0.01%
+54
1334
$2.16K ﹤0.01%
49
-2
1335
$2.14K ﹤0.01%
26
-24
1336
$2.14K ﹤0.01%
31
-2
1337
$2.13K ﹤0.01%
93
+31
1338
$2.13K ﹤0.01%
118
+32
1339
$2.13K ﹤0.01%
23
+1
1340
$2.12K ﹤0.01%
49
-11
1341
$2.12K ﹤0.01%
61
+17
1342
$2.11K ﹤0.01%
42
+11
1343
$2.1K ﹤0.01%
20
1344
$2.1K ﹤0.01%
+25
1345
$2.09K ﹤0.01%
57
-1
1346
$2.09K ﹤0.01%
20
1347
$2.08K ﹤0.01%
29
+1
1348
$2.08K ﹤0.01%
125
+53
1349
$2.08K ﹤0.01%
111
1350
$2.08K ﹤0.01%
70
52 53
54
55 56