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
$1.48B
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,015
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$4.02M
3
+$2.81M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.48M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.24M

Top Sells

1
+$3.42M
2
+$2.31M
3
+$2.22M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.05M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$876K

Sector Composition

1 Financials 6.57%
2 Technology 3.55%
3 Consumer Staples 1.25%
4 Healthcare 1.18%
5 Communication Services 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$5.94K ﹤0.01%
58
-10
1052
$5.94K ﹤0.01%
57
+6
1053
$5.94K ﹤0.01%
209
-126
1054
$5.93K ﹤0.01%
98
+7
1055
$5.93K ﹤0.01%
366
+68
1056
$5.91K ﹤0.01%
120
+47
1057
$5.9K ﹤0.01%
192
1058
$5.9K ﹤0.01%
46
1059
$5.89K ﹤0.01%
71
-37
1060
$5.89K ﹤0.01%
97
+18
1061
$5.82K ﹤0.01%
45
1062
$5.82K ﹤0.01%
240
+193
1063
$5.79K ﹤0.01%
29
1064
$5.79K ﹤0.01%
28
1065
$5.75K ﹤0.01%
925
1066
$5.75K ﹤0.01%
123
+22
1067
$5.74K ﹤0.01%
74
+10
1068
$5.71K ﹤0.01%
109
-10
1069
$5.7K ﹤0.01%
220
1070
$5.7K ﹤0.01%
38
-3
1071
$5.7K ﹤0.01%
124
+8
1072
$5.69K ﹤0.01%
375
+23
1073
$5.65K ﹤0.01%
37
+5
1074
$5.63K ﹤0.01%
45
+2
1075
$5.62K ﹤0.01%
63
-22
41 42
43
44 45