We are live on ! Find out more
JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.79B
1-Year Est. Return 16.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,953
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.95M
3
+$2.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.32M

Top Sells

1
+$1.76M
2
+$1.39M
3
+$1.11M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$784K
5
AMZN icon
Amazon
AMZN
+$753K

Sector Composition

1 Financials 4.28%
2 Technology 3.72%
3 Healthcare 1.21%
4 Consumer Discretionary 1.19%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$11K ﹤0.01%
57
677
$11K ﹤0.01%
150
+46
678
$11K ﹤0.01%
72
-542
679
$11K ﹤0.01%
60
+44
680
$11K ﹤0.01%
240
+105
681
$10K ﹤0.01%
503
+3
682
$10K ﹤0.01%
59
+35
683
$10K ﹤0.01%
15
-76
684
$10K ﹤0.01%
573
685
$10K ﹤0.01%
119
+66
686
$10K ﹤0.01%
110
-523
687
$10K ﹤0.01%
115
688
$10K ﹤0.01%
725
689
$10K ﹤0.01%
424
690
$10K ﹤0.01%
67
691
$10K ﹤0.01%
+1,000
692
$10K ﹤0.01%
250
693
– –
0
694
$9K ﹤0.01%
172
-74
695
$9K ﹤0.01%
77
+20
696
$9K ﹤0.01%
127
-18
697
$9K ﹤0.01%
138
698
$9K ﹤0.01%
290
+3
699
$9K ﹤0.01%
+500
700
$9K ﹤0.01%
409
+9
26 27
28
29 30