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
451
$53.5K ﹤0.01%
294
-220
452
$53.2K ﹤0.01%
1,620
-135
453
$53.2K ﹤0.01%
5,004
-5,000
454
$52.5K ﹤0.01%
960
+1
455
$52.5K ﹤0.01%
3,228
+119
456
$52.5K ﹤0.01%
413
-50
457
$52.4K ﹤0.01%
1,100
458
$51.2K ﹤0.01%
202
-7
459
$51K ﹤0.01%
138
460
$50.2K ﹤0.01%
828
+6
461
$50.2K ﹤0.01%
656
+173
462
$50K ﹤0.01%
363
+11
463
$49.2K ﹤0.01%
508
464
$49.2K ﹤0.01%
867
465
$48.8K ﹤0.01%
4,008
+98
466
$48.6K ﹤0.01%
814
-13
467
$48K ﹤0.01%
723
468
$47.5K ﹤0.01%
526
-3
469
$47.4K ﹤0.01%
856
470
$47.2K ﹤0.01%
94
-1
471
$47.1K ﹤0.01%
636
-64
472
$47K ﹤0.01%
289
-44
473
$46.9K ﹤0.01%
828
-128
474
$46.7K ﹤0.01%
387
+1
475
$46.4K ﹤0.01%
1,352
+38
17 18
19
20 21