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
926
$8.61K ﹤0.01%
64
+2
927
$8.59K ﹤0.01%
101
+3
928
$8.56K ﹤0.01%
317
-15
929
$8.54K ﹤0.01%
55
930
$8.51K ﹤0.01%
645
-245
931
$8.44K ﹤0.01%
528
+164
932
$8.4K ﹤0.01%
72
+6
933
$8.4K ﹤0.01%
749
-159
934
$8.34K ﹤0.01%
137
+12
935
$8.34K ﹤0.01%
73
936
$8.31K ﹤0.01%
56
+1
937
$8.28K ﹤0.01%
94
+7
938
$8.27K ﹤0.01%
49
+13
939
$8.27K ﹤0.01%
98
+15
940
$8.26K ﹤0.01%
594
-194
941
$8.25K ﹤0.01%
61
-6
942
$8.24K ﹤0.01%
65
943
$8.23K ﹤0.01%
90
+9
944
$8.22K ﹤0.01%
107
+14
945
$8.17K ﹤0.01%
155
+15
946
$8.16K ﹤0.01%
55
+2
947
$8.14K ﹤0.01%
158
+3
948
$8.1K ﹤0.01%
312
-2
949
$8.1K ﹤0.01%
696
+286
950
$8.04K ﹤0.01%
84
-1
36 37
38
39 40