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
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,013
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.06M
3
+$756K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$684K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$665K

Top Sells

1
+$3.49M
2
+$2.66M
3
+$1.18M
4
DVY icon
iShares Select Dividend ETF
DVY
+$704K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$583K

Sector Composition

1 Financials 4.32%
2 Technology 3.22%
3 Energy 1.05%
4 Industrials 0.99%
5 Healthcare 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$1.57K ﹤0.01%
22
+4
1452
$1.57K ﹤0.01%
19
-13
1453
$1.57K ﹤0.01%
26
+3
1454
$1.56K ﹤0.01%
46
+13
1455
$1.56K ﹤0.01%
27
+6
1456
$1.56K ﹤0.01%
50
+14
1457
$1.53K ﹤0.01%
160
1458
$1.53K ﹤0.01%
163
+40
1459
$1.52K ﹤0.01%
22
-3
1460
$1.52K ﹤0.01%
45
+10
1461
$1.52K ﹤0.01%
13
+1
1462
$1.52K ﹤0.01%
70
-1
1463
$1.51K ﹤0.01%
21
-5
1464
$1.5K ﹤0.01%
27
+1
1465
$1.5K ﹤0.01%
+80
1466
$1.49K ﹤0.01%
44
-2
1467
$1.48K ﹤0.01%
30
-6
1468
$1.48K ﹤0.01%
204
-328
1469
$1.47K ﹤0.01%
22
-1
1470
$1.47K ﹤0.01%
11
+1
1471
$1.46K ﹤0.01%
+50
1472
$1.46K ﹤0.01%
6
-3
1473
$1.46K ﹤0.01%
7
+2
1474
$1.45K ﹤0.01%
197
1475
$1.45K ﹤0.01%
52
+17
57 58
59
60 61