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
1051
$6.09K ﹤0.01%
88
-3
1052
$6.09K ﹤0.01%
237
-3
1053
$6.08K ﹤0.01%
883
+299
1054
$6.07K ﹤0.01%
220
+18
1055
$6.05K ﹤0.01%
104
1056
$6.02K ﹤0.01%
925
1057
$6.02K ﹤0.01%
125
+12
1058
$6.01K ﹤0.01%
45
1059
$6K ﹤0.01%
29
-6
1060
$6K ﹤0.01%
115
1061
$5.97K ﹤0.01%
118
1062
$5.95K ﹤0.01%
69
+5
1063
$5.93K ﹤0.01%
62
-17
1064
$5.92K ﹤0.01%
10
1065
$5.9K ﹤0.01%
14
1066
$5.82K ﹤0.01%
53
1067
$5.8K ﹤0.01%
35
1068
$5.79K ﹤0.01%
89
1069
$5.78K ﹤0.01%
44
+27
1070
$5.78K ﹤0.01%
58
1071
$5.77K ﹤0.01%
43
1072
$5.77K ﹤0.01%
34
+3
1073
$5.77K ﹤0.01%
72
1074
$5.76K ﹤0.01%
48
1075
$5.75K ﹤0.01%
66
+4
41 42
43
44 45