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
576
$29.5K ﹤0.01%
315
+15
577
$29.5K ﹤0.01%
271
-814
578
$29.4K ﹤0.01%
1,687
579
$29.3K ﹤0.01%
380
+2
580
$29.1K ﹤0.01%
110
+5
581
$29.1K ﹤0.01%
1,544
582
$28.9K ﹤0.01%
545
-42
583
$28.8K ﹤0.01%
655
-15
584
$28.7K ﹤0.01%
1,301
585
$28.6K ﹤0.01%
142
586
$28.6K ﹤0.01%
190
-15
587
$28.5K ﹤0.01%
1,556
588
$28.5K ﹤0.01%
1,065
589
$28.1K ﹤0.01%
116
+1
590
$28K ﹤0.01%
398
+310
591
$27.9K ﹤0.01%
920
592
$27.8K ﹤0.01%
1,005
-10
593
$27.8K ﹤0.01%
505
594
$27.7K ﹤0.01%
287
+50
595
$27.7K ﹤0.01%
15
596
$27.5K ﹤0.01%
486
+10
597
$27.3K ﹤0.01%
261
-4
598
$27.1K ﹤0.01%
+735
599
$26.9K ﹤0.01%
498
+44
600
$26.7K ﹤0.01%
102
+6
22 23
24
25 26