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
701
$17.4K ﹤0.01%
31
+1
702
$17.4K ﹤0.01%
500
703
$17.3K ﹤0.01%
+100
704
$17.3K ﹤0.01%
76
+3
705
$17.2K ﹤0.01%
47
-13
706
$17.2K ﹤0.01%
13
+1
707
$17.2K ﹤0.01%
94
708
$17.2K ﹤0.01%
79
-32
709
$17.1K ﹤0.01%
450
710
$17.1K ﹤0.01%
281
+169
711
$17K ﹤0.01%
86
712
$17K ﹤0.01%
37
-10
713
$16.8K ﹤0.01%
74
-21
714
$16.8K ﹤0.01%
902
+50
715
$16.8K ﹤0.01%
106
+3
716
$16.7K ﹤0.01%
447
-14
717
$16.6K ﹤0.01%
109
+1
718
$16.6K ﹤0.01%
147
-31
719
$16.6K ﹤0.01%
270
+26
720
$16.6K ﹤0.01%
4,342
+42
721
$16.5K ﹤0.01%
26
-1
722
$16.4K ﹤0.01%
242
+17
723
$16.4K ﹤0.01%
210
+2
724
$16.3K ﹤0.01%
38
725
$16.2K ﹤0.01%
491
27 28
29
30 31