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
1076
$5.74K ﹤0.01%
33
1077
$5.74K ﹤0.01%
83
-1
1078
$5.73K ﹤0.01%
92
-1
1079
$5.72K ﹤0.01%
247
1080
$5.7K ﹤0.01%
19
1081
$5.68K ﹤0.01%
67
1082
$5.68K ﹤0.01%
73
-49
1083
$5.67K ﹤0.01%
34
-1
1084
$5.64K ﹤0.01%
364
-1,545
1085
$5.63K ﹤0.01%
188
-75
1086
$5.62K ﹤0.01%
100
1087
$5.61K ﹤0.01%
53
1088
$5.61K ﹤0.01%
91
1089
$5.59K ﹤0.01%
375
-172
1090
$5.57K ﹤0.01%
192
+8
1091
$5.57K ﹤0.01%
90
+16
1092
$5.55K ﹤0.01%
58
-1
1093
$5.55K ﹤0.01%
30
1094
$5.53K ﹤0.01%
38
1095
$5.5K ﹤0.01%
97
+1
1096
$5.49K ﹤0.01%
382
+219
1097
$5.49K ﹤0.01%
129
+15
1098
$5.44K ﹤0.01%
144
+6
1099
$5.44K ﹤0.01%
159
1100
$5.44K ﹤0.01%
66
42 43
44
45 46