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
876
$9.19K ﹤0.01%
85
+1
877
$9.14K ﹤0.01%
336
878
$9.05K ﹤0.01%
114
-1
879
$8.99K ﹤0.01%
66
+18
880
$8.96K ﹤0.01%
80
-98
881
$8.94K ﹤0.01%
80
882
$8.91K ﹤0.01%
15
883
$8.91K ﹤0.01%
105
884
$8.84K ﹤0.01%
366
885
$8.83K ﹤0.01%
57
886
$8.82K ﹤0.01%
160
887
$8.82K ﹤0.01%
70
888
$8.76K ﹤0.01%
64
+14
889
$8.75K ﹤0.01%
93
-96
890
$8.71K ﹤0.01%
136
-7
891
$8.66K ﹤0.01%
34
892
$8.65K ﹤0.01%
15
893
$8.62K ﹤0.01%
150
+10
894
$8.6K ﹤0.01%
129
+9
895
$8.57K ﹤0.01%
60
896
$8.56K ﹤0.01%
155
897
$8.53K ﹤0.01%
314
+3
898
$8.51K ﹤0.01%
878
899
$8.51K ﹤0.01%
210
900
$8.51K ﹤0.01%
85
34 35
36
37 38