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
426
$65.6K ﹤0.01%
319
-29
427
$65.3K ﹤0.01%
214
-68
428
$65.3K ﹤0.01%
529
+3
429
$64.6K ﹤0.01%
2,530
-159
430
$64.4K ﹤0.01%
1,843
+497
431
$64.3K ﹤0.01%
740
432
$64.3K ﹤0.01%
267
433
$63.6K ﹤0.01%
873
+208
434
$62.9K ﹤0.01%
135
435
$62.5K ﹤0.01%
426
-19
436
$62.3K ﹤0.01%
7,156
-120
437
$61.7K ﹤0.01%
1,348
+538
438
$61K ﹤0.01%
640
439
$60.9K ﹤0.01%
1,033
440
$60.5K ﹤0.01%
472
+114
441
$59.7K ﹤0.01%
+685
442
$59.3K ﹤0.01%
+910
443
$58.9K ﹤0.01%
4,515
444
$58.7K ﹤0.01%
1,210
-35
445
$58.2K ﹤0.01%
1,024
+79
446
$58.1K ﹤0.01%
1,720
-178
447
$58K ﹤0.01%
182
+2
448
$57K ﹤0.01%
1,211
-9
449
$56.5K ﹤0.01%
986
-46
450
$55.7K ﹤0.01%
1,205
-26
16 17
18
19 20