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
626
$23.8K ﹤0.01%
+947
627
$23.5K ﹤0.01%
68
-6
628
$23.5K ﹤0.01%
132
-7
629
$23.5K ﹤0.01%
429
630
$23.4K ﹤0.01%
359
+75
631
$23.4K ﹤0.01%
187
+3
632
$23.2K ﹤0.01%
63
+24
633
$22.7K ﹤0.01%
54
-16
634
$22.4K ﹤0.01%
235
+1
635
$22.4K ﹤0.01%
277
+29
636
$22.3K ﹤0.01%
217
+5
637
$22.2K ﹤0.01%
68
+2
638
$22.2K ﹤0.01%
930
639
$22K ﹤0.01%
534
-113
640
$21.9K ﹤0.01%
566
641
$21.8K ﹤0.01%
648
642
$21.6K ﹤0.01%
184
643
$21.3K ﹤0.01%
36
644
$21.2K ﹤0.01%
307
+33
645
$21.2K ﹤0.01%
1,372
+35
646
$21.1K ﹤0.01%
132
-42
647
$20.8K ﹤0.01%
1,061
648
$20.7K ﹤0.01%
87
-13
649
$20.7K ﹤0.01%
340
650
$20.7K ﹤0.01%
26
-8
24 25
26
27 28