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
776
$13.1K ﹤0.01%
419
777
$13K ﹤0.01%
99
778
$13K ﹤0.01%
34
-82
779
$13K ﹤0.01%
415
-34
780
$12.8K ﹤0.01%
344
781
$12.8K ﹤0.01%
150
782
$12.7K ﹤0.01%
180
783
$12.6K ﹤0.01%
173
-16
784
$12.5K ﹤0.01%
199
-21
785
$12.5K ﹤0.01%
131
786
$12.5K ﹤0.01%
439
-94
787
$12.5K ﹤0.01%
117
788
$12.5K ﹤0.01%
331
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789
$12.4K ﹤0.01%
69
790
$12.4K ﹤0.01%
113
791
$12.3K ﹤0.01%
136
792
$12.3K ﹤0.01%
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793
$12.3K ﹤0.01%
260
+4
794
$12.3K ﹤0.01%
110
795
$12.2K ﹤0.01%
320
796
$12.2K ﹤0.01%
60
-2
797
$12.1K ﹤0.01%
59
+1
798
$12.1K ﹤0.01%
27
799
$12.1K ﹤0.01%
84
+1
800
$12K ﹤0.01%
185
-10
30 31
32
33 34