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
$1.48B
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,015
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$4.02M
3
+$2.81M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.48M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.24M

Top Sells

1
+$3.42M
2
+$2.31M
3
+$2.22M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.05M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$876K

Sector Composition

1 Financials 6.57%
2 Technology 3.55%
3 Consumer Staples 1.25%
4 Healthcare 1.18%
5 Communication Services 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$77.3K 0.01%
692
-13
402
$76.7K 0.01%
374
+51
403
$76.5K 0.01%
2,117
-44
404
$76.3K 0.01%
476
-8
405
$75.3K 0.01%
152
+3
406
$75.2K 0.01%
1,071
407
$74.3K 0.01%
2,750
408
$73.7K 0.01%
2,108
-27
409
$73.4K 0.01%
1,010
-20
410
$72.7K ﹤0.01%
314
+12
411
$72.3K ﹤0.01%
+1,091
412
$72.2K ﹤0.01%
546
-181
413
$71.6K ﹤0.01%
634
+2
414
$71.6K ﹤0.01%
2,984
+6
415
$71K ﹤0.01%
352
-8
416
$70.8K ﹤0.01%
536
+4
417
$69.5K ﹤0.01%
1,335
+2
418
$69.1K ﹤0.01%
2,720
419
$68.9K ﹤0.01%
110
-10
420
$68.2K ﹤0.01%
1,055
421
$68.1K ﹤0.01%
2,050
+14
422
$68K ﹤0.01%
706
-56
423
$67.8K ﹤0.01%
10,124
424
$65.7K ﹤0.01%
830
+2
425
$65.7K ﹤0.01%
1,516
-59
15 16
17
18 19