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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
851
$4K ﹤0.01%
+38
852
$4K ﹤0.01%
+33
853
$4K ﹤0.01%
+19
854
$4K ﹤0.01%
+52
855
$4K ﹤0.01%
+41
856
$4K ﹤0.01%
+16
857
$4K ﹤0.01%
+22
858
$4K ﹤0.01%
+59
859
$4K ﹤0.01%
+30
860
$4K ﹤0.01%
+45
861
$4K ﹤0.01%
41
+13
862
$4K ﹤0.01%
+370
863
$4K ﹤0.01%
+11
864
$4K ﹤0.01%
328
865
$4K ﹤0.01%
+8
866
$4K ﹤0.01%
+24
867
$4K ﹤0.01%
+46
868
$4K ﹤0.01%
+15
869
$4K ﹤0.01%
+22
870
$4K ﹤0.01%
169
+111
871
$4K ﹤0.01%
+49
872
$4K ﹤0.01%
+63
873
$4K ﹤0.01%
+10
874
$4K ﹤0.01%
100
875
$4K ﹤0.01%
+35
33 34
35
36 37