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
551
$29.4K ﹤0.01%
1,073
+52
552
$28.9K ﹤0.01%
70
553
$28.8K ﹤0.01%
125
+10
554
$28.8K ﹤0.01%
9
555
$28.6K ﹤0.01%
145
556
$28.6K ﹤0.01%
579
-752
557
$28.5K ﹤0.01%
1,337
558
$28.5K ﹤0.01%
174
+36
559
$28.4K ﹤0.01%
96
560
$28.3K ﹤0.01%
239
561
$28.2K ﹤0.01%
268
+2
562
$28.2K ﹤0.01%
2,434
+3
563
$28.1K ﹤0.01%
71
564
$28K ﹤0.01%
271
-209
565
$28K ﹤0.01%
505
566
$27.9K ﹤0.01%
100
567
$27.9K ﹤0.01%
268
-19
568
$27.8K ﹤0.01%
1,544
569
$27.6K ﹤0.01%
167
570
$27.5K ﹤0.01%
79
-5
571
$27.5K ﹤0.01%
670
+386
572
$27.5K ﹤0.01%
805
573
$27.4K ﹤0.01%
604
-6
574
$27.3K ﹤0.01%
476
575
$27.3K ﹤0.01%
2,583
-299
21 22
23
24 25