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
551
$32.9K ﹤0.01%
239
552
$32.6K ﹤0.01%
70
-1
553
$32.3K ﹤0.01%
893
+821
554
$32.1K ﹤0.01%
430
+25
555
$32.1K ﹤0.01%
586
+9
556
$31.9K ﹤0.01%
401
557
$31.8K ﹤0.01%
92
+10
558
$31.4K ﹤0.01%
95
-4
559
$31.4K ﹤0.01%
481
-21
560
$31.3K ﹤0.01%
1,005
561
$31.1K ﹤0.01%
435
+405
562
$31K ﹤0.01%
455
+4
563
$30.9K ﹤0.01%
1,710
+19
564
$30.8K ﹤0.01%
501
+78
565
$30.8K ﹤0.01%
71
566
$30.6K ﹤0.01%
495
+187
567
$30.4K ﹤0.01%
604
568
$30.4K ﹤0.01%
222
+55
569
$30.4K ﹤0.01%
333
+4
570
$30.2K ﹤0.01%
272
+1
571
$30.2K ﹤0.01%
626
-3,382
572
$30.2K ﹤0.01%
189
+11
573
$29.8K ﹤0.01%
145
+20
574
$29.7K ﹤0.01%
4,514
575
$29.6K ﹤0.01%
281
+4
21 22
23
24 25