JWA
JFS Wealth Advisors Portfolio holdings
AUM
$1.57B
This Quarter Return
-3.79%
1 Year Return
+12.18%
3 Year Return
+41.52%
5 Year Return
+65.5%
10 Year Return
+100.04%
AUM
$1.06B
AUM Growth
+$1.06B
(-4.7%)
Cap. Flow
-$4.47M
Cap. Flow
% of AUM
-0.42%
Top 10 Holdings %
Top 10 Hldgs %
46.16%
Holding
2,029
New
55
Increased
818
Reduced
533
Closed
60
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$4.66M |
| 2 |
Dimensional International Core Equity Market ETF
DFAI
|
$3.01M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.75M |
| 4 |
Apple
AAPL
|
$1.69M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.59M |
Top Sells
Sector Composition
| 1 | Financials | 4.65% |
| 2 | Technology | 3.58% |
| 3 | Energy | 1.12% |
| 4 | Industrials | 1% |
| 5 | Healthcare | 0.96% |
