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
601
$26.7K ﹤0.01%
96
-23
602
$26.5K ﹤0.01%
268
603
$26.3K ﹤0.01%
354
604
$26.3K ﹤0.01%
19
+1
605
$26.2K ﹤0.01%
531
-48
606
$26.1K ﹤0.01%
145
607
$25.8K ﹤0.01%
1,680
608
$25.7K ﹤0.01%
78
-4
609
$25.6K ﹤0.01%
375
610
$25.5K ﹤0.01%
454
-33
611
$25.3K ﹤0.01%
141
+14
612
$25.3K ﹤0.01%
235
613
$25.2K ﹤0.01%
146
+4
614
$24.8K ﹤0.01%
804
-12
615
$24.8K ﹤0.01%
79
616
$24.6K ﹤0.01%
798
+5
617
$24.5K ﹤0.01%
122
+3
618
$24.4K ﹤0.01%
+527
619
$24.3K ﹤0.01%
165
620
$24.2K ﹤0.01%
369
+8
621
$24.2K ﹤0.01%
201
622
$24.1K ﹤0.01%
282
+9
623
$23.9K ﹤0.01%
47
+1
624
$23.9K ﹤0.01%
4,335
625
$23.8K ﹤0.01%
270
+94
23 24
25
26 27