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
851
$9.97K ﹤0.01%
148
-13
852
$9.95K ﹤0.01%
55
853
$9.95K ﹤0.01%
79
+1
854
$9.93K ﹤0.01%
34
855
$9.93K ﹤0.01%
76
-5
856
$9.88K ﹤0.01%
2,230
+190
857
$9.83K ﹤0.01%
43
+1
858
$9.76K ﹤0.01%
92
859
$9.75K ﹤0.01%
70
860
$9.73K ﹤0.01%
5
861
$9.72K ﹤0.01%
56
-7
862
$9.7K ﹤0.01%
95
-22
863
$9.69K ﹤0.01%
55
864
$9.66K ﹤0.01%
258
865
$9.63K ﹤0.01%
92
866
$9.57K ﹤0.01%
183
867
$9.56K ﹤0.01%
56
-5
868
$9.53K ﹤0.01%
93
+6
869
$9.52K ﹤0.01%
300
+14
870
$9.46K ﹤0.01%
38
871
$9.42K ﹤0.01%
26
872
$9.38K ﹤0.01%
51
873
$9.28K ﹤0.01%
98
+6
874
$9.22K ﹤0.01%
67
+6
875
$9.21K ﹤0.01%
52
+1
33 34
35
36 37