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
576
$27.3K ﹤0.01%
300
577
$27.2K ﹤0.01%
354
+3
578
$27K ﹤0.01%
1,065
579
$26.9K ﹤0.01%
244
580
$26.9K ﹤0.01%
302
581
$26.8K ﹤0.01%
165
582
$26.7K ﹤0.01%
119
+46
583
$26.6K ﹤0.01%
274
+76
584
$26.6K ﹤0.01%
1,205
+141
585
$26.1K ﹤0.01%
60
+4
586
$26K ﹤0.01%
139
587
$25.8K ﹤0.01%
454
-72
588
$25.8K ﹤0.01%
1,687
589
$25.6K ﹤0.01%
920
-269
590
$25.6K ﹤0.01%
378
+1
591
$25.2K ﹤0.01%
+1,085
592
$25.2K ﹤0.01%
816
593
$25.2K ﹤0.01%
237
+3
594
$25.1K ﹤0.01%
361
595
$24.6K ﹤0.01%
510
-16
596
$24.5K ﹤0.01%
+375
597
$24.4K ﹤0.01%
791
598
$24.3K ﹤0.01%
+1,265
599
$24.2K ﹤0.01%
+429
600
$23.9K ﹤0.01%
82
-3
22 23
24
25 26