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
1476
$1.48K ﹤0.01%
253
+65
1477
$1.47K ﹤0.01%
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+1
1478
$1.47K ﹤0.01%
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1480
$1.47K ﹤0.01%
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+5
1481
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$1.45K ﹤0.01%
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$1.45K ﹤0.01%
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$1.45K ﹤0.01%
16
+4
1488
$1.44K ﹤0.01%
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-18
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$1.42K ﹤0.01%
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$1.42K ﹤0.01%
+25
1491
$1.41K ﹤0.01%
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-8
1492
$1.4K ﹤0.01%
192
+40
1493
$1.4K ﹤0.01%
12
+2
1494
$1.4K ﹤0.01%
41
+15
1495
$1.39K ﹤0.01%
23
+2
1496
$1.39K ﹤0.01%
7
+1
1497
$1.39K ﹤0.01%
41
-3
1498
$1.39K ﹤0.01%
57
-82
1499
$1.39K ﹤0.01%
75
+5
1500
$1.39K ﹤0.01%
48
+20
58 59
60
61 62