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
476
$49.3K ﹤0.01%
3,283
+55
477
$49.2K ﹤0.01%
962
+2
478
$49.1K ﹤0.01%
534
+7
479
$48.6K ﹤0.01%
3,563
480
$48.5K ﹤0.01%
1,352
481
$48.5K ﹤0.01%
100
+1
482
$48.4K ﹤0.01%
214
483
$48K ﹤0.01%
598
+55
484
$47.8K ﹤0.01%
1,626
+207
485
$47.7K ﹤0.01%
827
486
$47.3K ﹤0.01%
167
+2
487
$46.7K ﹤0.01%
814
488
$46.6K ﹤0.01%
111
-10
489
$46.5K ﹤0.01%
138
490
$46.1K ﹤0.01%
823
+541
491
$46K ﹤0.01%
634
-2
492
$45.7K ﹤0.01%
405
-81
493
$45.6K ﹤0.01%
640
+140
494
$45.1K ﹤0.01%
168
495
$44.5K ﹤0.01%
1,430
496
$44K ﹤0.01%
+290
497
$43.7K ﹤0.01%
527
+1
498
$43.7K ﹤0.01%
+1,851
499
$43.7K ﹤0.01%
423
-69
500
$43.4K ﹤0.01%
414
+1
18 19
20
21 22