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
676
$18.8K ﹤0.01%
63
-4
677
$18.7K ﹤0.01%
472
+25
678
$18.6K ﹤0.01%
137
+2
679
$18.6K ﹤0.01%
263
+6
680
$18.6K ﹤0.01%
309
+25
681
$18.5K ﹤0.01%
148
+3
682
$18.5K ﹤0.01%
64
683
$18.5K ﹤0.01%
576
+19
684
$18.4K ﹤0.01%
43
685
$18.3K ﹤0.01%
325
686
$18.2K ﹤0.01%
510
687
$18.2K ﹤0.01%
442
+27
688
$18.1K ﹤0.01%
436
+92
689
$18.1K ﹤0.01%
216
690
$17.9K ﹤0.01%
357
-2
691
$17.9K ﹤0.01%
53
692
$17.9K ﹤0.01%
175
693
$17.8K ﹤0.01%
+335
694
$17.7K ﹤0.01%
319
695
$17.6K ﹤0.01%
1,478
+135
696
$17.6K ﹤0.01%
1,537
697
$17.5K ﹤0.01%
69
+2
698
$17.5K ﹤0.01%
419
-1
699
$17.5K ﹤0.01%
215
-15
700
$17.4K ﹤0.01%
549
+3
26 27
28
29 30