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
$1.46B
AUM Growth
-$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,018
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.26M
3
+$1.27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.21M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.16M

Top Sells

1
+$3.94M
2
+$3.88M
3
+$3.83M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.53M
5
UNH icon
UnitedHealth
UNH
+$1.37M

Sector Composition

1 Financials 5.05%
2 Technology 4.14%
3 Consumer Staples 1.23%
4 Consumer Discretionary 1.18%
5 Communication Services 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$88.3K 0.01%
377
377
$86.2K 0.01%
1,513
378
$85.2K 0.01%
678
+4
379
$85K 0.01%
3,104
+827
380
$85K 0.01%
2,662
381
$84.9K 0.01%
1,121
-1,185
382
$84.5K 0.01%
120
383
$84.2K 0.01%
2,821
-54
384
$84.2K 0.01%
484
-61
385
$83.6K 0.01%
705
+1
386
$81.7K 0.01%
500
387
$81.2K 0.01%
163
-32
388
$80.2K 0.01%
2,015
-356
389
$78.6K 0.01%
3,586
+235
390
$78K 0.01%
367
391
$77.8K 0.01%
149
392
$76.1K 0.01%
730
393
$75.4K 0.01%
964
394
$75.3K 0.01%
360
395
$74.4K 0.01%
1,030
396
$74.1K 0.01%
201
-97
397
$74.1K 0.01%
323
-9
398
$73.7K 0.01%
365
+1
399
$73.4K 0.01%
1,333
400
$73K 0.01%
2,750
14 15
16
17 18