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
726
$15K ﹤0.01%
29
727
$14.9K ﹤0.01%
44
728
$14.9K ﹤0.01%
148
-8
729
$14.9K ﹤0.01%
128
730
$14.8K ﹤0.01%
101
-8
731
$14.8K ﹤0.01%
1,147
732
$14.7K ﹤0.01%
216
733
$14.7K ﹤0.01%
1,823
+493
734
$14.7K ﹤0.01%
171
+24
735
$14.6K ﹤0.01%
191
736
$14.6K ﹤0.01%
352
+20
737
$14.5K ﹤0.01%
1,523
+84
738
$14.5K ﹤0.01%
460
+4
739
$14.4K ﹤0.01%
170
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740
$14.4K ﹤0.01%
34
741
$14.4K ﹤0.01%
415
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742
$14.4K ﹤0.01%
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-27
743
$14.3K ﹤0.01%
177
744
$14.3K ﹤0.01%
+325
745
$14.3K ﹤0.01%
1,081
+120
746
$14.2K ﹤0.01%
+99
747
$14.1K ﹤0.01%
414
-281
748
$14.1K ﹤0.01%
324
-736
749
$14.1K ﹤0.01%
890
750
$14K ﹤0.01%
383
28 29
30
31 32