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
401
$72K ﹤0.01%
762
-12
402
$71.3K ﹤0.01%
2,135
+180
403
$70.1K ﹤0.01%
2,161
+17
404
$70.1K ﹤0.01%
1,100
+300
405
$69.9K ﹤0.01%
632
+2
406
$69.5K ﹤0.01%
267
407
$68K ﹤0.01%
1,071
408
$67.8K ﹤0.01%
577
+203
409
$67.5K ﹤0.01%
+816
410
$67.3K ﹤0.01%
742
-8
411
$67.2K ﹤0.01%
2,689
-4,806
412
$67.2K ﹤0.01%
1,998
-3
413
$66.9K ﹤0.01%
1,575
-785
414
$66.4K ﹤0.01%
301
415
$65.5K ﹤0.01%
+1,032
416
$65.2K ﹤0.01%
532
-36
417
$65K ﹤0.01%
2,036
+702
418
$65K ﹤0.01%
1,220
+3
419
$64.9K ﹤0.01%
302
+4
420
$64.2K ﹤0.01%
4,515
421
$63.6K ﹤0.01%
2,978
-583
422
$63.6K ﹤0.01%
348
423
$61.6K ﹤0.01%
727
+206
424
$61.2K ﹤0.01%
1,032
+838
425
$61.2K ﹤0.01%
180
+1
15 16
17
18 19