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
451
$54.4K ﹤0.01%
+1,546
452
$54.2K ﹤0.01%
+586
453
$54.2K ﹤0.01%
417
+4
454
$54.2K ﹤0.01%
1,170
455
$54.1K ﹤0.01%
1,222
+213
456
$53.6K ﹤0.01%
5,004
457
$53.1K ﹤0.01%
475
-1
458
$52.9K ﹤0.01%
504
+4
459
$52.8K ﹤0.01%
682
-155
460
$52.7K ﹤0.01%
+2,281
461
$52.4K ﹤0.01%
412
-14
462
$51.8K ﹤0.01%
1,272
+9
463
$51.6K ﹤0.01%
644
+423
464
$51.3K ﹤0.01%
106
-6
465
$51.1K ﹤0.01%
867
466
$51K ﹤0.01%
299
+5
467
$51K ﹤0.01%
2,793
-793
468
$50.9K ﹤0.01%
2,140
+1,055
469
$50.8K ﹤0.01%
1,665
470
$50.1K ﹤0.01%
202
471
$49.8K ﹤0.01%
549
+454
472
$49.6K ﹤0.01%
4,059
+51
473
$49.6K ﹤0.01%
824
+696
474
$49.4K ﹤0.01%
1,415
-205
475
$49.3K ﹤0.01%
828
17 18
19
20 21