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
$1.71B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,951
New
Increased
Reduced
Closed

Top Sells

1 +$2.15M
2 +$1.52M
3 +$1.47M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.08M

Sector Composition

1 Financials 5.75%
2 Technology 3.86%
3 Communication Services 1.27%
4 Healthcare 1.09%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PNW icon
1051
Pinnacle West Capital
PNW
$10.5B
$6.01K ﹤0.01%
67
URBN icon
1052
Urban Outfitters
URBN
$7.34B
$6K ﹤0.01%
84
DVA icon
1053
DaVita
DVA
$8.57B
$5.98K ﹤0.01%
45
-3
KD icon
1054
Kyndryl
KD
$6.15B
$5.98K ﹤0.01%
199
-10
LVS icon
1055
Las Vegas Sands
LVS
$45.3B
$5.97K ﹤0.01%
111
+44
J icon
1056
Jacobs Solutions
J
$16.1B
$5.97K ﹤0.01%
40
SLM icon
1057
SLM Corp
SLM
$5.46B
$5.95K ﹤0.01%
215
MCHP icon
1058
Microchip Technology
MCHP
$36.3B
$5.91K ﹤0.01%
92
+86
PBR icon
1059
Petrobras
PBR
$78.5B
$5.9K ﹤0.01%
466
CVE icon
1060
Cenovus Energy
CVE
$33.3B
$5.9K ﹤0.01%
347
+131
ADT icon
1061
ADT
ADT
$6.69B
$5.88K ﹤0.01%
675
JXN icon
1062
Jackson Financial
JXN
$7.19B
$5.87K ﹤0.01%
58
BMNR
1063
BitMine Immersion Technologies
BMNR
$13.2B
$5.87K ﹤0.01%
+113
WTS icon
1064
Watts Water Technologies
WTS
$9.31B
$5.87K ﹤0.01%
21
MT icon
1065
ArcelorMittal
MT
$35.1B
$5.86K ﹤0.01%
162
GPK icon
1066
Graphic Packaging
GPK
$4.6B
$5.81K ﹤0.01%
297
-14
UFPI icon
1067
UFP Industries
UFPI
$5.38B
$5.8K ﹤0.01%
62
OVV icon
1068
Ovintiv
OVV
$10.2B
$5.73K ﹤0.01%
142
+32
HRB icon
1069
H&R Block
HRB
$5.48B
$5.71K ﹤0.01%
113
-1
LITE icon
1070
Lumentum
LITE
$23.7B
$5.7K ﹤0.01%
35
IVZ icon
1071
Invesco
IVZ
$11.7B
$5.69K ﹤0.01%
248
+17
AX icon
1072
Axos Financial
AX
$4.84B
$5.67K ﹤0.01%
67
FYBR icon
1073
Frontier Communications
FYBR
$9.52B
$5.64K ﹤0.01%
151
TECK icon
1074
Teck Resources
TECK
$21B
$5.62K ﹤0.01%
128
-63
EPAM icon
1075
EPAM Systems
EPAM
$11.6B
$5.58K ﹤0.01%
37
+2