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
776
$13.4K ﹤0.01%
354
-183
777
$13.4K ﹤0.01%
686
+80
778
$13.3K ﹤0.01%
73
+4
779
$13.3K ﹤0.01%
+484
780
$13.3K ﹤0.01%
203
-13
781
$13.3K ﹤0.01%
459
+5
782
$13.2K ﹤0.01%
113
+13
783
$13.2K ﹤0.01%
60
784
$13.2K ﹤0.01%
75
-6
785
$13.1K ﹤0.01%
184
+7
786
$13.1K ﹤0.01%
146
+11
787
$13K ﹤0.01%
100
788
$13K ﹤0.01%
149
+1
789
$13K ﹤0.01%
77
+5
790
$13K ﹤0.01%
113
-7
791
$13K ﹤0.01%
379
+116
792
$13K ﹤0.01%
69
793
$13K ﹤0.01%
2,108
+158
794
$13K ﹤0.01%
133
-30
795
$13K ﹤0.01%
388
-27
796
$12.9K ﹤0.01%
348
797
$12.9K ﹤0.01%
623
798
$12.8K ﹤0.01%
184
-1
799
$12.8K ﹤0.01%
55
+7
800
$12.7K ﹤0.01%
86
+2
30 31
32
33 34