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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
826
$4K ﹤0.01%
+318
827
$4K ﹤0.01%
+3
828
$4K ﹤0.01%
34
-593
829
$4K ﹤0.01%
+55
830
$4K ﹤0.01%
29
-109
831
$4K ﹤0.01%
+76
832
$4K ﹤0.01%
+132
833
$4K ﹤0.01%
+38
834
$4K ﹤0.01%
+17
835
$4K ﹤0.01%
+57
836
$4K ﹤0.01%
+1
837
$4K ﹤0.01%
+26
838
$4K ﹤0.01%
80
839
$4K ﹤0.01%
+104
840
$4K ﹤0.01%
+90
841
$4K ﹤0.01%
+26
842
$4K ﹤0.01%
+19
843
$4K ﹤0.01%
+2
844
$4K ﹤0.01%
+40
845
$4K ﹤0.01%
26
+16
846
$4K ﹤0.01%
100
847
$4K ﹤0.01%
50
-1,040
848
$4K ﹤0.01%
+61
849
$4K ﹤0.01%
+2
850
$4K ﹤0.01%
+6
32 33
34
35 36