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
901
$9.34K ﹤0.01%
963
+60
902
$9.34K ﹤0.01%
258
903
$9.26K ﹤0.01%
149
+64
904
$9.25K ﹤0.01%
128
-13
905
$9.24K ﹤0.01%
171
-317
906
$9.13K ﹤0.01%
57
+1
907
$9.12K ﹤0.01%
38
908
$9.11K ﹤0.01%
115
+8
909
$8.95K ﹤0.01%
34
910
$8.94K ﹤0.01%
158
+13
911
$8.94K ﹤0.01%
75
-14
912
$8.9K ﹤0.01%
220
+12
913
$8.85K ﹤0.01%
57
914
$8.81K ﹤0.01%
24
-1
915
$8.81K ﹤0.01%
860
+110
916
$8.8K ﹤0.01%
183
917
$8.79K ﹤0.01%
191
+60
918
$8.77K ﹤0.01%
36
+2
919
$8.74K ﹤0.01%
190
+121
920
$8.72K ﹤0.01%
15
921
$8.7K ﹤0.01%
71
-1
922
$8.69K ﹤0.01%
203
-7
923
$8.68K ﹤0.01%
114
924
$8.67K ﹤0.01%
92
925
$8.65K ﹤0.01%
349
35 36
37
38 39