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
1126
$5.02K ﹤0.01%
29
1127
$5.01K ﹤0.01%
29
-2
1128
$5.01K ﹤0.01%
101
1129
$5K ﹤0.01%
50
-22
1130
$4.99K ﹤0.01%
67
+2
1131
$4.99K ﹤0.01%
187
-58
1132
$4.99K ﹤0.01%
53
1133
$4.95K ﹤0.01%
70
+11
1134
$4.91K ﹤0.01%
90
+14
1135
$4.89K ﹤0.01%
38
1136
$4.87K ﹤0.01%
73
1137
$4.83K ﹤0.01%
48
+1
1138
$4.81K ﹤0.01%
40
1139
$4.81K ﹤0.01%
57
1140
$4.78K ﹤0.01%
110
+3
1141
$4.78K ﹤0.01%
46
-26
1142
$4.77K ﹤0.01%
101
+13
1143
$4.76K ﹤0.01%
24
+4
1144
$4.76K ﹤0.01%
52
-1
1145
$4.71K ﹤0.01%
19
1146
$4.7K ﹤0.01%
502
-27
1147
$4.7K ﹤0.01%
176
+3
1148
$4.7K ﹤0.01%
154
+10
1149
$4.7K ﹤0.01%
445
+93
1150
$4.68K ﹤0.01%
188
44 45
46
47 48