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JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.79B
1-Year Est. Return 16.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,953
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.95M
3
+$2.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.32M

Top Sells

1
+$1.76M
2
+$1.39M
3
+$1.11M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$784K
5
AMZN icon
Amazon
AMZN
+$753K

Sector Composition

1 Financials 4.28%
2 Technology 3.72%
3 Healthcare 1.21%
4 Consumer Discretionary 1.19%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$6K ﹤0.01%
+94
777
$5K ﹤0.01%
1,048
778
$5K ﹤0.01%
+24
779
$5K ﹤0.01%
33
+21
780
$5K ﹤0.01%
+19
781
$5K ﹤0.01%
121
+25
782
$5K ﹤0.01%
+51
783
$5K ﹤0.01%
+45
784
$5K ﹤0.01%
250
785
$5K ﹤0.01%
+60
786
$5K ﹤0.01%
+21
787
$5K ﹤0.01%
+94
788
$5K ﹤0.01%
+132
789
$5K ﹤0.01%
75
790
$5K ﹤0.01%
9
+4
791
$5K ﹤0.01%
+47
792
$5K ﹤0.01%
+123
793
$5K ﹤0.01%
+174
794
$5K ﹤0.01%
+176
795
$5K ﹤0.01%
669
796
$5K ﹤0.01%
47
-1,034
797
$5K ﹤0.01%
+88
798
$5K ﹤0.01%
+19
799
$5K ﹤0.01%
49
+19
800
$5K ﹤0.01%
+54
30 31
32
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