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
676
$17.8K ﹤0.01%
346
+324
677
$17.7K ﹤0.01%
90
-17
678
$17.5K ﹤0.01%
1,537
679
$17.4K ﹤0.01%
221
+21
680
$17.4K ﹤0.01%
257
681
$17.3K ﹤0.01%
482
+32
682
$17.2K ﹤0.01%
64
683
$17.2K ﹤0.01%
1,301
+35
684
$17K ﹤0.01%
208
685
$16.9K ﹤0.01%
8
686
$16.9K ﹤0.01%
114
687
$16.8K ﹤0.01%
230
688
$16.7K ﹤0.01%
284
-26
689
$16.7K ﹤0.01%
852
690
$16.7K ﹤0.01%
236
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691
$16.6K ﹤0.01%
1,061
692
$16.6K ﹤0.01%
53
693
$16.5K ﹤0.01%
163
-173
694
$16.5K ﹤0.01%
69
+39
695
$16.5K ﹤0.01%
94
696
$16.3K ﹤0.01%
788
+8
697
$16.3K ﹤0.01%
176
-418
698
$16.2K ﹤0.01%
447
+2
699
$16.2K ﹤0.01%
44
700
$16.2K ﹤0.01%
90
26 27
28
29 30