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
501
$40.5K ﹤0.01%
375
+266
502
$40.1K ﹤0.01%
665
503
$39.9K ﹤0.01%
99
504
$39.5K ﹤0.01%
165
505
$39.1K ﹤0.01%
37
-2
506
$38.7K ﹤0.01%
41
-1
507
$38.5K ﹤0.01%
810
+512
508
$38.3K ﹤0.01%
3,699
+30
509
$38.2K ﹤0.01%
587
+50
510
$38.1K ﹤0.01%
474
+2
511
$37.9K ﹤0.01%
329
+221
512
$37.8K ﹤0.01%
205
-3
513
$37.7K ﹤0.01%
201
+1
514
$36.9K ﹤0.01%
686
+3
515
$36.7K ﹤0.01%
212
-2
516
$36.6K ﹤0.01%
599
517
$36.6K ﹤0.01%
61
518
$36.4K ﹤0.01%
964
519
$36.2K ﹤0.01%
258
-67
520
$36K ﹤0.01%
34
521
$35.5K ﹤0.01%
234
522
$35.5K ﹤0.01%
157
523
$35.5K ﹤0.01%
4,514
-8
524
$34.9K ﹤0.01%
2,411
525
$34.8K ﹤0.01%
401
+1
19 20
21
22 23