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
1126
$4.97K ﹤0.01%
31
-11
1127
$4.96K ﹤0.01%
32
+5
1128
$4.96K ﹤0.01%
53
1129
$4.95K ﹤0.01%
1,134
+39
1130
$4.9K ﹤0.01%
65
1131
$4.88K ﹤0.01%
85
-36
1132
$4.88K ﹤0.01%
37
1133
$4.88K ﹤0.01%
7
1134
$4.88K ﹤0.01%
36
+6
1135
$4.87K ﹤0.01%
41
1136
$4.86K ﹤0.01%
31
+5
1137
$4.83K ﹤0.01%
93
+10
1138
$4.82K ﹤0.01%
133
1139
$4.81K ﹤0.01%
79
+9
1140
$4.79K ﹤0.01%
79
-111
1141
$4.79K ﹤0.01%
116
1142
$4.77K ﹤0.01%
155
1143
$4.76K ﹤0.01%
107
1144
$4.76K ﹤0.01%
73
1145
$4.76K ﹤0.01%
9
1146
$4.75K ﹤0.01%
66
-5
1147
$4.75K ﹤0.01%
82
1148
$4.75K ﹤0.01%
29
1149
$4.73K ﹤0.01%
73
1150
$4.72K ﹤0.01%
22
+3
44 45
46
47 48