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
1101
$5.43K ﹤0.01%
51
+4
1102
$5.43K ﹤0.01%
197
1103
$5.42K ﹤0.01%
28
1104
$5.41K ﹤0.01%
64
-5
1105
$5.41K ﹤0.01%
177
1106
$5.37K ﹤0.01%
69
-1
1107
$5.32K ﹤0.01%
39
-1
1108
$5.31K ﹤0.01%
16
1109
$5.31K ﹤0.01%
103
1110
$5.3K ﹤0.01%
10
1111
$5.27K ﹤0.01%
57
1112
$5.26K ﹤0.01%
101
1113
$5.25K ﹤0.01%
76
+1
1114
$5.24K ﹤0.01%
151
1115
$5.22K ﹤0.01%
54
+1
1116
$5.2K ﹤0.01%
173
1117
$5.18K ﹤0.01%
39
1118
$5.18K ﹤0.01%
44
1119
$5.17K ﹤0.01%
101
+5
1120
$5.15K ﹤0.01%
68
1121
$5.13K ﹤0.01%
1,139
1122
$5.09K ﹤0.01%
44
1123
$5.08K ﹤0.01%
29
+1
1124
$5.08K ﹤0.01%
45
1125
$5.04K ﹤0.01%
53
43 44
45
46 47