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
1026
$6.34K ﹤0.01%
220
1027
$6.33K ﹤0.01%
183
-25
1028
$6.33K ﹤0.01%
190
1029
$6.31K ﹤0.01%
410
+26
1030
$6.31K ﹤0.01%
33
1031
$6.29K ﹤0.01%
91
+2
1032
$6.28K ﹤0.01%
298
-22
1033
$6.24K ﹤0.01%
364
-59
1034
$6.24K ﹤0.01%
41
1035
$6.24K ﹤0.01%
50
1036
$6.23K ﹤0.01%
759
+47
1037
$6.23K ﹤0.01%
59
1038
$6.22K ﹤0.01%
50
+3
1039
$6.2K ﹤0.01%
46
1040
$6.18K ﹤0.01%
67
+22
1041
$6.18K ﹤0.01%
155
1042
$6.17K ﹤0.01%
69
1043
$6.16K ﹤0.01%
168
+28
1044
$6.16K ﹤0.01%
28
1045
$6.15K ﹤0.01%
352
+8
1046
$6.15K ﹤0.01%
113
1047
$6.14K ﹤0.01%
231
1048
$6.14K ﹤0.01%
139
1049
$6.14K ﹤0.01%
352
+75
1050
$6.12K ﹤0.01%
26
+2
40 41
42
43 44