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
701
$16.1K ﹤0.01%
420
-82
702
$16K ﹤0.01%
94
703
$16K ﹤0.01%
45
704
$15.9K ﹤0.01%
930
+59
705
$15.8K ﹤0.01%
120
706
$15.8K ﹤0.01%
546
707
$15.8K ﹤0.01%
230
708
$15.7K ﹤0.01%
154
709
$15.6K ﹤0.01%
46
710
$15.5K ﹤0.01%
177
-37
711
$15.5K ﹤0.01%
198
+12
712
$15.5K ﹤0.01%
184
713
$15.5K ﹤0.01%
190
+4
714
$15.5K ﹤0.01%
171
715
$15.4K ﹤0.01%
1,530
+27
716
$15.4K ﹤0.01%
319
-42
717
$15.4K ﹤0.01%
117
+2
718
$15.2K ﹤0.01%
81
719
$15.2K ﹤0.01%
282
-68
720
$15.2K ﹤0.01%
759
721
$15.1K ﹤0.01%
120
722
$15.1K ﹤0.01%
133
+36
723
$15.1K ﹤0.01%
606
+19
724
$15.1K ﹤0.01%
461
-1,208
725
$15.1K ﹤0.01%
39
27 28
29
30 31