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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
1026
$2K ﹤0.01%
+8
1027
$2K ﹤0.01%
+36
1028
$2K ﹤0.01%
+116
1029
$2K ﹤0.01%
+65
1030
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+46
1031
$2K ﹤0.01%
+15
1032
$2K ﹤0.01%
+59
1033
$2K ﹤0.01%
+31
1034
$2K ﹤0.01%
+45
1035
$2K ﹤0.01%
+8
1036
$2K ﹤0.01%
+40
1037
$2K ﹤0.01%
22
-34
1038
$2K ﹤0.01%
+458
1039
$2K ﹤0.01%
+20
1040
$2K ﹤0.01%
+12
1041
$2K ﹤0.01%
+49
1042
$2K ﹤0.01%
+16
1043
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+54
1044
$2K ﹤0.01%
+23
1045
$2K ﹤0.01%
+23
1046
$2K ﹤0.01%
+60
1047
$2K ﹤0.01%
+13
1048
$2K ﹤0.01%
+3
1049
$2K ﹤0.01%
49
-267
1050
$2K ﹤0.01%
+21
40 41
42
43 44