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
726
$16.2K ﹤0.01%
384
-30
727
$16.1K ﹤0.01%
88
-45
728
$16.1K ﹤0.01%
123
+6
729
$16K ﹤0.01%
46
730
$16K ﹤0.01%
183
-6
731
$16K ﹤0.01%
77
+3
732
$15.7K ﹤0.01%
805
733
$15.7K ﹤0.01%
239
+3
734
$15.7K ﹤0.01%
381
+57
735
$15.7K ﹤0.01%
184
-348
736
$15.6K ﹤0.01%
75
737
$15.5K ﹤0.01%
90
738
$15.4K ﹤0.01%
28
+1
739
$15.4K ﹤0.01%
66
-16
740
$15.4K ﹤0.01%
1,496
-27
741
$15.4K ﹤0.01%
184
742
$15.3K ﹤0.01%
108
+9
743
$15.2K ﹤0.01%
231
+7
744
$15.1K ﹤0.01%
385
+54
745
$15.1K ﹤0.01%
164
746
$15K ﹤0.01%
135
747
$15K ﹤0.01%
44
748
$15K ﹤0.01%
203
+13
749
$14.8K ﹤0.01%
1,035
-112
750
$14.8K ﹤0.01%
8
28 29
30
31 32