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
801
$12.7K ﹤0.01%
120
802
$12.6K ﹤0.01%
383
803
$12.6K ﹤0.01%
64
804
$12.6K ﹤0.01%
136
805
$12.5K ﹤0.01%
132
806
$12.5K ﹤0.01%
64
-2
807
$12.5K ﹤0.01%
1,606
-217
808
$12.4K ﹤0.01%
360
-177
809
$12.4K ﹤0.01%
344
-8
810
$12.4K ﹤0.01%
107
811
$12.3K ﹤0.01%
210
+9
812
$12.2K ﹤0.01%
187
+4
813
$12.2K ﹤0.01%
794
-411
814
$12.2K ﹤0.01%
170
+161
815
$12.1K ﹤0.01%
165
-6
816
$12.1K ﹤0.01%
102
-2
817
$12.1K ﹤0.01%
78
+8
818
$12.1K ﹤0.01%
+832
819
$12K ﹤0.01%
808
-273
820
$12K ﹤0.01%
45
+3
821
$12K ﹤0.01%
172
-1
822
$11.9K ﹤0.01%
759
823
$11.9K ﹤0.01%
439
824
$11.9K ﹤0.01%
449
+27
825
$11.8K ﹤0.01%
327
+27
31 32
33
34 35