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
751
$14.8K ﹤0.01%
44
752
$14.8K ﹤0.01%
193
+21
753
$14.7K ﹤0.01%
102
+1
754
$14.6K ﹤0.01%
131
-93
755
$14.6K ﹤0.01%
83
-7
756
$14.6K ﹤0.01%
230
-9
757
$14.6K ﹤0.01%
230
758
$14.6K ﹤0.01%
177
759
$14.5K ﹤0.01%
1,656
+126
760
$14.4K ﹤0.01%
191
761
$14.4K ﹤0.01%
508
-1
762
$14.4K ﹤0.01%
1,362
-1,072
763
$14.3K ﹤0.01%
45
764
$14.2K ﹤0.01%
463
+3
765
$14.2K ﹤0.01%
177
+6
766
$14.1K ﹤0.01%
797
+9
767
$14K ﹤0.01%
180
768
$13.9K ﹤0.01%
168
+1
769
$13.9K ﹤0.01%
346
-1,214
770
$13.9K ﹤0.01%
29
771
$13.7K ﹤0.01%
290
772
$13.5K ﹤0.01%
260
773
$13.5K ﹤0.01%
131
774
$13.4K ﹤0.01%
94
775
$13.4K ﹤0.01%
116
+2
29 30
31
32 33