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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
976
$3K ﹤0.01%
+12
977
$3K ﹤0.01%
+9
978
$3K ﹤0.01%
+159
979
$3K ﹤0.01%
+42
980
$3K ﹤0.01%
+12
981
$3K ﹤0.01%
+5
982
$3K ﹤0.01%
+24
983
$3K ﹤0.01%
335
+150
984
$3K ﹤0.01%
+37
985
$3K ﹤0.01%
+57
986
$3K ﹤0.01%
+22
987
$3K ﹤0.01%
+23
988
$3K ﹤0.01%
+15
989
$3K ﹤0.01%
+30
990
$3K ﹤0.01%
12
+6
991
$3K ﹤0.01%
+27
992
$3K ﹤0.01%
+82
993
$3K ﹤0.01%
+32
994
$3K ﹤0.01%
+49
995
$3K ﹤0.01%
+69
996
$3K ﹤0.01%
+13
997
$3K ﹤0.01%
+38
998
$3K ﹤0.01%
+30
999
$3K ﹤0.01%
+73
1000
$3K ﹤0.01%
500
+198
38 39
40
41 42