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
926
$8.11K ﹤0.01%
119
927
$8.04K ﹤0.01%
267
+4
928
$8.04K ﹤0.01%
29
929
$8.03K ﹤0.01%
348
+20
930
$8.02K ﹤0.01%
90
+6
931
$8.02K ﹤0.01%
131
932
$8.01K ﹤0.01%
183
+55
933
$8K ﹤0.01%
31
-6
934
$7.98K ﹤0.01%
100
935
$7.95K ﹤0.01%
87
+2
936
$7.94K ﹤0.01%
44
937
$7.92K ﹤0.01%
107
+82
938
$7.88K ﹤0.01%
850
+119
939
$7.87K ﹤0.01%
98
+13
940
$7.83K ﹤0.01%
65
941
$7.83K ﹤0.01%
62
+1
942
$7.83K ﹤0.01%
98
-9
943
$7.8K ﹤0.01%
147
+7
944
$7.79K ﹤0.01%
345
+5
945
$7.77K ﹤0.01%
750
+715
946
$7.77K ﹤0.01%
93
-4
947
$7.75K ﹤0.01%
41
-10
948
$7.74K ﹤0.01%
37
949
$7.72K ﹤0.01%
87
-20
950
$7.71K ﹤0.01%
107
-11
36 37
38
39 40