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
601
$23.9K ﹤0.01%
793
+6
602
$23.7K ﹤0.01%
79
-26
603
$23.7K ﹤0.01%
224
+91
604
$23.7K ﹤0.01%
178
-5
605
$23.3K ﹤0.01%
184
606
$23.3K ﹤0.01%
82
607
$23.1K ﹤0.01%
115
608
$23.1K ﹤0.01%
212
609
$22.9K ﹤0.01%
111
610
$22.8K ﹤0.01%
18
611
$22.6K ﹤0.01%
127
612
$22.6K ﹤0.01%
488
613
$22.4K ﹤0.01%
148
-9
614
$22.3K ﹤0.01%
1,680
615
$22.3K ﹤0.01%
494
-97
616
$22.3K ﹤0.01%
201
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617
$22.2K ﹤0.01%
74
618
$22.1K ﹤0.01%
36
619
$21.8K ﹤0.01%
277
+27
620
$21.8K ﹤0.01%
46
621
$21.6K ﹤0.01%
359
622
$21.6K ﹤0.01%
66
623
$21.5K ﹤0.01%
648
624
$21.2K ﹤0.01%
119
625
$21.2K ﹤0.01%
4,335
+423
23 24
25
26 27