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
801
$11.9K ﹤0.01%
788
+327
802
$11.9K ﹤0.01%
250
803
$11.9K ﹤0.01%
44
804
$11.8K ﹤0.01%
908
-130
805
$11.8K ﹤0.01%
82
806
$11.7K ﹤0.01%
55
807
$11.7K ﹤0.01%
4,300
-523
808
$11.7K ﹤0.01%
131
-4
809
$11.6K ﹤0.01%
454
+149
810
$11.6K ﹤0.01%
69
+3
811
$11.5K ﹤0.01%
104
-12
812
$11.3K ﹤0.01%
767
+1
813
$11.3K ﹤0.01%
66
+2
814
$11.3K ﹤0.01%
72
-2
815
$11.3K ﹤0.01%
1,950
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816
$11.2K ﹤0.01%
132
817
$11.2K ﹤0.01%
138
818
$11.2K ﹤0.01%
394
819
$11.1K ﹤0.01%
44
+4
820
$11.1K ﹤0.01%
96
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821
$11K ﹤0.01%
48
-22
822
$11K ﹤0.01%
85
+4
823
$11K ﹤0.01%
250
824
$10.9K ﹤0.01%
64
825
$10.9K ﹤0.01%
72
+7
31 32
33
34 35