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
951
$8.02K ﹤0.01%
100
952
$7.99K ﹤0.01%
444
+5
953
$7.99K ﹤0.01%
411
+47
954
$7.97K ﹤0.01%
184
-162
955
$7.97K ﹤0.01%
54
+4
956
$7.92K ﹤0.01%
79
+1
957
$7.92K ﹤0.01%
54
+2
958
$7.91K ﹤0.01%
25
+6
959
$7.87K ﹤0.01%
131
960
$7.85K ﹤0.01%
43
961
$7.81K ﹤0.01%
47
+37
962
$7.8K ﹤0.01%
193
-42
963
$7.8K ﹤0.01%
51
+2
964
$7.76K ﹤0.01%
100
965
$7.76K ﹤0.01%
149
-11
966
$7.75K ﹤0.01%
60
967
$7.75K ﹤0.01%
50
-1
968
$7.72K ﹤0.01%
112
+2
969
$7.71K ﹤0.01%
43
-21
970
$7.68K ﹤0.01%
38
-21
971
$7.67K ﹤0.01%
29
+25
972
$7.65K ﹤0.01%
106
-27
973
$7.63K ﹤0.01%
97
974
$7.57K ﹤0.01%
85
975
$7.55K ﹤0.01%
184
+12
37 38
39
40 41