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
826
$11.8K ﹤0.01%
131
827
$11.8K ﹤0.01%
90
+5
828
$11.8K ﹤0.01%
2,230
829
$11.6K ﹤0.01%
421
+2
830
$11.6K ﹤0.01%
86
+4
831
$11.6K ﹤0.01%
69
+12
832
$11.6K ﹤0.01%
148
-2
833
$11.6K ﹤0.01%
2,482
-65
834
$11.5K ﹤0.01%
55
835
$11.5K ﹤0.01%
767
836
$11.5K ﹤0.01%
96
837
$11.3K ﹤0.01%
238
-20
838
$11.3K ﹤0.01%
113
839
$11.3K ﹤0.01%
50
-19
840
$11.3K ﹤0.01%
150
+21
841
$11.2K ﹤0.01%
44
+15
842
$11.2K ﹤0.01%
650
843
$11.2K ﹤0.01%
320
844
$11.2K ﹤0.01%
+1,118
845
$11.2K ﹤0.01%
45
+1
846
$11.1K ﹤0.01%
158
+2
847
$11.1K ﹤0.01%
48
-17
848
$11.1K ﹤0.01%
126
-2
849
$11K ﹤0.01%
250
850
$11K ﹤0.01%
138
32 33
34
35 36