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
876
$10.2K ﹤0.01%
689
-70
877
$10.1K ﹤0.01%
156
+58
878
$10.1K ﹤0.01%
92
879
$10.1K ﹤0.01%
150
+2
880
$10K ﹤0.01%
67
+1
881
$10K ﹤0.01%
336
882
$10K ﹤0.01%
76
+7
883
$9.96K ﹤0.01%
101
+8
884
$9.91K ﹤0.01%
76
885
$9.91K ﹤0.01%
154
+12
886
$9.9K ﹤0.01%
141
-8
887
$9.85K ﹤0.01%
44
+1
888
$9.65K ﹤0.01%
67
889
$9.63K ﹤0.01%
138
890
$9.63K ﹤0.01%
5
891
$9.63K ﹤0.01%
96
+3
892
$9.62K ﹤0.01%
46
+12
893
$9.55K ﹤0.01%
116
+8
894
$9.47K ﹤0.01%
18
+3
895
$9.46K ﹤0.01%
48
+1
896
$9.45K ﹤0.01%
35
+9
897
$9.45K ﹤0.01%
70
898
$9.45K ﹤0.01%
26
899
$9.42K ﹤0.01%
181
+56
900
$9.36K ﹤0.01%
82
+13
34 35
36
37 38