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
651
$19.7K ﹤0.01%
169
-17
652
$19.5K ﹤0.01%
95
+55
653
$19.4K ﹤0.01%
135
+1
654
$19.4K ﹤0.01%
248
-38
655
$19.4K ﹤0.01%
86
656
$19.4K ﹤0.01%
506
657
$19.2K ﹤0.01%
27
-6
658
$19.2K ﹤0.01%
198
+35
659
$19.1K ﹤0.01%
103
660
$18.9K ﹤0.01%
51
+2
661
$18.9K ﹤0.01%
308
662
$18.9K ﹤0.01%
491
663
$18.8K ﹤0.01%
178
+32
664
$18.7K ﹤0.01%
189
-1
665
$18.7K ﹤0.01%
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666
$18.6K ﹤0.01%
261
667
$18.5K ﹤0.01%
441
668
$18.5K ﹤0.01%
67
-3
669
$18.4K ﹤0.01%
38
670
$18.3K ﹤0.01%
557
-74
671
$18.3K ﹤0.01%
30
-1
672
$18.3K ﹤0.01%
43
673
$18.1K ﹤0.01%
78
674
$18K ﹤0.01%
73
-12
675
$17.9K ﹤0.01%
493
25 26
27
28 29