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
1426
$1.69K ﹤0.01%
10
1427
$1.69K ﹤0.01%
17
-24
1428
$1.69K ﹤0.01%
25
1429
$1.69K ﹤0.01%
+43
1430
$1.68K ﹤0.01%
25
+7
1431
$1.68K ﹤0.01%
22
-4
1432
$1.68K ﹤0.01%
48
1433
$1.68K ﹤0.01%
121
+74
1434
$1.67K ﹤0.01%
15
-10
1435
$1.66K ﹤0.01%
40
+5
1436
$1.66K ﹤0.01%
7
-6
1437
$1.65K ﹤0.01%
89
+27
1438
$1.64K ﹤0.01%
200
+96
1439
$1.63K ﹤0.01%
95
+39
1440
$1.63K ﹤0.01%
22
-2
1441
$1.63K ﹤0.01%
79
-34
1442
$1.63K ﹤0.01%
22
-8
1443
$1.63K ﹤0.01%
16
+2
1444
$1.63K ﹤0.01%
58
+17
1445
$1.63K ﹤0.01%
8
+1
1446
$1.62K ﹤0.01%
30
-54
1447
$1.61K ﹤0.01%
102
-31
1448
$1.61K ﹤0.01%
97
+24
1449
$1.59K ﹤0.01%
113
+14
1450
$1.59K ﹤0.01%
52
56 57
58
59 60