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
751
$14K ﹤0.01%
75
752
$14K ﹤0.01%
224
-8
753
$14K ﹤0.01%
326
754
$13.9K ﹤0.01%
225
-10
755
$13.9K ﹤0.01%
243
-19
756
$13.9K ﹤0.01%
164
757
$13.9K ﹤0.01%
258
+20
758
$13.8K ﹤0.01%
239
+85
759
$13.7K ﹤0.01%
108
760
$13.7K ﹤0.01%
64
761
$13.7K ﹤0.01%
65
+4
762
$13.7K ﹤0.01%
1,343
+62
763
$13.7K ﹤0.01%
471
764
$13.6K ﹤0.01%
74
765
$13.5K ﹤0.01%
290
766
$13.4K ﹤0.01%
590
767
$13.4K ﹤0.01%
135
+49
768
$13.4K ﹤0.01%
100
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769
$13.4K ﹤0.01%
38
770
$13.4K ﹤0.01%
39
-2
771
$13.3K ﹤0.01%
12
+2
772
$13.3K ﹤0.01%
135
773
$13.2K ﹤0.01%
172
+5
774
$13.2K ﹤0.01%
107
775
$13.1K ﹤0.01%
650
29 30
31
32 33