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
1351
$2.06K ﹤0.01%
322
+7
1352
$2.05K ﹤0.01%
27
1353
$2.05K ﹤0.01%
299
+4
1354
$2.04K ﹤0.01%
20
+1
1355
$2.04K ﹤0.01%
53
1356
$2.04K ﹤0.01%
43
+18
1357
$2.04K ﹤0.01%
14
-1
1358
$2.01K ﹤0.01%
29
+9
1359
$2K ﹤0.01%
117
+33
1360
$1.99K ﹤0.01%
19
+10
1361
$1.99K ﹤0.01%
22
+7
1362
$1.99K ﹤0.01%
162
+97
1363
$1.98K ﹤0.01%
64
+2
1364
$1.98K ﹤0.01%
28
+2
1365
$1.97K ﹤0.01%
170
+27
1366
$1.97K ﹤0.01%
46
1367
$1.96K ﹤0.01%
52
-85
1368
$1.96K ﹤0.01%
33
+1
1369
$1.96K ﹤0.01%
22
1370
$1.96K ﹤0.01%
12
1371
$1.96K ﹤0.01%
12
+1
1372
$1.94K ﹤0.01%
132
+28
1373
$1.94K ﹤0.01%
71
+1
1374
$1.92K ﹤0.01%
35
1375
$1.92K ﹤0.01%
50
+6
53 54
55
56 57