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
526
$34.4K ﹤0.01%
635
527
$34.3K ﹤0.01%
358
528
$34.1K ﹤0.01%
265
-2
529
$34K ﹤0.01%
105
+29
530
$34K ﹤0.01%
160
-51
531
$33.9K ﹤0.01%
140
-236
532
$33.9K ﹤0.01%
388
-648
533
$33.7K ﹤0.01%
451
+2
534
$33.6K ﹤0.01%
71
+1
535
$33.3K ﹤0.01%
647
-324
536
$33.1K ﹤0.01%
1,015
-2
537
$33K ﹤0.01%
180
538
$32.9K ﹤0.01%
487
539
$32.7K ﹤0.01%
405
+17
540
$32.6K ﹤0.01%
1,691
+20
541
$32.5K ﹤0.01%
142
-2
542
$31.4K ﹤0.01%
500
543
$31.1K ﹤0.01%
18
544
$30.9K ﹤0.01%
1,556
545
$30.8K ﹤0.01%
235
546
$30.3K ﹤0.01%
1,005
547
$30.2K ﹤0.01%
663
+591
548
$29.9K ﹤0.01%
15
-1
549
$29.6K ﹤0.01%
375
-45
550
$29.4K ﹤0.01%
133
+31
20 21
22
23 24