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
651
$20.7K ﹤0.01%
78
652
$20.6K ﹤0.01%
247
653
$20.6K ﹤0.01%
174
-37
654
$20.4K ﹤0.01%
320
+270
655
$20.4K ﹤0.01%
493
656
$20.3K ﹤0.01%
80
+1
657
$20.3K ﹤0.01%
107
+12
658
$20.3K ﹤0.01%
661
659
$20.3K ﹤0.01%
764
+22
660
$20.2K ﹤0.01%
506
661
$20.2K ﹤0.01%
2,826
+1,568
662
$20.1K ﹤0.01%
95
-45
663
$19.7K ﹤0.01%
+546
664
$19.6K ﹤0.01%
108
665
$19.6K ﹤0.01%
+630
666
$19.5K ﹤0.01%
53
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667
$19.5K ﹤0.01%
162
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668
$19.5K ﹤0.01%
535
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669
$19.3K ﹤0.01%
151
+3
670
$19.2K ﹤0.01%
68
+34
671
$19.2K ﹤0.01%
482
672
$19.2K ﹤0.01%
154
673
$19.1K ﹤0.01%
479
+38
674
$18.9K ﹤0.01%
198
675
$18.8K ﹤0.01%
261
25 26
27
28 29