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
976
$7.16K ﹤0.01%
43
977
$7.16K ﹤0.01%
61
+3
978
$7.13K ﹤0.01%
25
-6
979
$7.08K ﹤0.01%
257
980
$7.04K ﹤0.01%
145
+8
981
$7.04K ﹤0.01%
75
982
$7.03K ﹤0.01%
85
983
$7.03K ﹤0.01%
68
+10
984
$6.98K ﹤0.01%
15
985
$6.96K ﹤0.01%
94
+17
986
$6.92K ﹤0.01%
+39
987
$6.92K ﹤0.01%
34
+4
988
$6.91K ﹤0.01%
78
989
$6.9K ﹤0.01%
81
990
$6.88K ﹤0.01%
100
991
$6.87K ﹤0.01%
65
992
$6.87K ﹤0.01%
130
-36
993
$6.85K ﹤0.01%
126
+7
994
$6.83K ﹤0.01%
74
+4
995
$6.83K ﹤0.01%
197
+10
996
$6.8K ﹤0.01%
245
+1
997
$6.77K ﹤0.01%
55
+8
998
$6.77K ﹤0.01%
39
999
$6.77K ﹤0.01%
110
+9
1000
$6.76K ﹤0.01%
21
38 39
40
41 42