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
951
$7.7K ﹤0.01%
69
-1
952
$7.66K ﹤0.01%
107
-7
953
$7.65K ﹤0.01%
112
+4
954
$7.64K ﹤0.01%
23
+1
955
$7.63K ﹤0.01%
83
-2
956
$7.62K ﹤0.01%
75
957
$7.57K ﹤0.01%
322
+87
958
$7.53K ﹤0.01%
112
959
$7.53K ﹤0.01%
128
960
$7.5K ﹤0.01%
309
961
$7.46K ﹤0.01%
158
962
$7.36K ﹤0.01%
623
+47
963
$7.34K ﹤0.01%
6
-2
964
$7.33K ﹤0.01%
49
965
$7.33K ﹤0.01%
98
+46
966
$7.32K ﹤0.01%
65
967
$7.29K ﹤0.01%
208
+53
968
$7.26K ﹤0.01%
259
-32
969
$7.25K ﹤0.01%
147
970
$7.25K ﹤0.01%
58
971
$7.24K ﹤0.01%
29
+8
972
$7.23K ﹤0.01%
71
973
$7.2K ﹤0.01%
55
974
$7.17K ﹤0.01%
125
+14
975
$7.16K ﹤0.01%
23
37 38
39
40 41