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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
926
$3K ﹤0.01%
+26
927
$3K ﹤0.01%
143
+39
928
$3K ﹤0.01%
100
-150
929
$3K ﹤0.01%
+102
930
$3K ﹤0.01%
+36
931
$3K ﹤0.01%
+39
932
$3K ﹤0.01%
+22
933
$3K ﹤0.01%
+26
934
$3K ﹤0.01%
+24
935
$3K ﹤0.01%
+25
936
$3K ﹤0.01%
+93
937
$3K ﹤0.01%
+41
938
$3K ﹤0.01%
+20
939
$3K ﹤0.01%
15
-662
940
$3K ﹤0.01%
+191
941
$3K ﹤0.01%
+22
942
$3K ﹤0.01%
+41
943
$3K ﹤0.01%
+32
944
$3K ﹤0.01%
+90
945
$3K ﹤0.01%
21
-59
946
$3K ﹤0.01%
+22
947
$3K ﹤0.01%
+187
948
$3K ﹤0.01%
+78
949
$3K ﹤0.01%
+15
950
$3K ﹤0.01%
+96
36 37
38
39 40