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
426
$61.1K ﹤0.01%
640
427
$60.9K ﹤0.01%
590
428
$60.8K ﹤0.01%
1,245
429
$59.9K ﹤0.01%
526
-21
430
$59.6K ﹤0.01%
112
-15
431
$59.6K ﹤0.01%
426
432
$59K ﹤0.01%
1,170
433
$58.6K ﹤0.01%
121
-2
434
$58.6K ﹤0.01%
486
+81
435
$57.7K ﹤0.01%
+1,970
436
$57.6K ﹤0.01%
2,720
437
$57.5K ﹤0.01%
1,055
-74
438
$57.4K ﹤0.01%
445
-1
439
$57.3K ﹤0.01%
1,560
+10
440
$57K ﹤0.01%
945
+706
441
$56.7K ﹤0.01%
125
442
$56.7K ﹤0.01%
1,263
-351
443
$56.5K ﹤0.01%
135
-29
444
$56.1K ﹤0.01%
1,898
445
$56.1K ﹤0.01%
496
-6
446
$54.2K ﹤0.01%
1,033
+90
447
$54K ﹤0.01%
1,346
-331
448
$53.9K ﹤0.01%
740
449
$53.7K ﹤0.01%
+1,665
450
$53.6K ﹤0.01%
1,231
+131
16 17
18
19 20