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
501
$43.3K ﹤0.01%
369
+6
502
$43.2K ﹤0.01%
117
-8
503
$43.1K ﹤0.01%
297
+8
504
$43K ﹤0.01%
442
+174
505
$43K ﹤0.01%
573
-83
506
$43K ﹤0.01%
468
-28
507
$43K ﹤0.01%
1,021
508
$42.9K ﹤0.01%
251
+39
509
$42.8K ﹤0.01%
217
-493
510
$42.8K ﹤0.01%
91
-3
511
$42.2K ﹤0.01%
304
+26
512
$41.7K ﹤0.01%
406
+19
513
$41.6K ﹤0.01%
990
-11,774
514
$41.6K ﹤0.01%
+530
515
$40.9K ﹤0.01%
964
516
$40.8K ﹤0.01%
603
+4
517
$39.8K ﹤0.01%
258
518
$39.6K ﹤0.01%
182
+2
519
$39.5K ﹤0.01%
239
-10
520
$39.5K ﹤0.01%
162
+2
521
$39.4K ﹤0.01%
3,731
+32
522
$39.1K ﹤0.01%
712
-11
523
$38.9K ﹤0.01%
1,358
-54
524
$38.9K ﹤0.01%
397
+22
525
$38.1K ﹤0.01%
202
+1
19 20
21
22 23