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
626
$21.2K ﹤0.01%
423
-22
627
$21.2K ﹤0.01%
67
-36
628
$21.2K ﹤0.01%
509
-51
629
$21.2K ﹤0.01%
142
-13
630
$21.1K ﹤0.01%
234
631
$21.1K ﹤0.01%
82
+27
632
$21K ﹤0.01%
284
+28
633
$21K ﹤0.01%
184
-2
634
$20.8K ﹤0.01%
175
635
$20.7K ﹤0.01%
145
636
$20.7K ﹤0.01%
273
-767
637
$20.6K ﹤0.01%
325
638
$20.5K ﹤0.01%
108
-3
639
$20.5K ﹤0.01%
211
+95
640
$20.4K ﹤0.01%
537
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641
$20.4K ﹤0.01%
450
642
$20.4K ﹤0.01%
566
643
$20.3K ﹤0.01%
742
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644
$20.2K ﹤0.01%
216
-42,252
645
$20.2K ﹤0.01%
+661
646
$20K ﹤0.01%
537
+389
647
$19.9K ﹤0.01%
500
648
$19.8K ﹤0.01%
340
649
$19.7K ﹤0.01%
95
+17
650
$19.7K ﹤0.01%
47
+3
24 25
26
27 28