JWA
JFS Wealth Advisors Portfolio holdings
AUM
$1.57B
This Quarter Return
+0.93%
1 Year Return
+12.18%
3 Year Return
+41.52%
5 Year Return
+65.5%
10 Year Return
+100.04%
AUM
$199M
AUM Growth
–
Cap. Flow
+$199M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.56%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$16.9M |
| 2 |
WisdomTree US Total Dividend Fund
DTD
|
$15.7M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$15.4M |
| 4 |
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
|
$12.2M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.27M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 13.03% |
| 2 | Energy | 8.56% |
| 3 | Healthcare | 4.83% |
| 4 | Consumer Staples | 2.98% |
| 5 | Technology | 2.78% |
