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
476
$46.4K ﹤0.01%
1,878
+179
477
$46.2K ﹤0.01%
10,124
478
$45.9K ﹤0.01%
532
+113
479
$45.8K ﹤0.01%
1,419
-7,914
480
$45.6K ﹤0.01%
492
-27
481
$45.2K ﹤0.01%
413
482
$44.9K ﹤0.01%
1,412
+18
483
$44.8K ﹤0.01%
827
484
$44.5K ﹤0.01%
543
+14
485
$44.4K ﹤0.01%
124
+1
486
$44K ﹤0.01%
194
+24
487
$43.9K ﹤0.01%
249
-1
488
$43.9K ﹤0.01%
1,430
489
$43.9K ﹤0.01%
358
-23
490
$43.4K ﹤0.01%
527
491
$43.2K ﹤0.01%
278
492
$42.8K ﹤0.01%
502
+125
493
$42.8K ﹤0.01%
708
494
$42.8K ﹤0.01%
1,009
+76
495
$41.8K ﹤0.01%
214
496
$41.8K ﹤0.01%
3,563
+80
497
$41.6K ﹤0.01%
251
+124
498
$41.5K ﹤0.01%
99
499
$41.4K ﹤0.01%
168
-37
500
$41.3K ﹤0.01%
1,021
-238
18 19
20
21 22