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JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.79B
1-Year Est. Return 16.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,953
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.95M
3
+$2.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.32M

Top Sells

1
+$1.76M
2
+$1.39M
3
+$1.11M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$784K
5
AMZN icon
Amazon
AMZN
+$753K

Sector Composition

1 Financials 4.28%
2 Technology 3.72%
3 Healthcare 1.21%
4 Consumer Discretionary 1.19%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$2K ﹤0.01%
+44
1127
$2K ﹤0.01%
+25
1128
$2K ﹤0.01%
+23
1129
$2K ﹤0.01%
220
+164
1130
$2K ﹤0.01%
+37
1131
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+93
1132
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+14
1133
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+27
1134
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+36
1135
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+40
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+14
1137
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+32
1138
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+16
1139
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+8
1140
$2K ﹤0.01%
+35
1141
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+68
1142
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+16
1143
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1144
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+9
1145
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+65
1146
$2K ﹤0.01%
+36
1147
$2K ﹤0.01%
+36
1148
$2K ﹤0.01%
+11
1149
$2K ﹤0.01%
+11
1150
$2K ﹤0.01%
+3
44 45
46
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