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
1151
$4.72K ﹤0.01%
33
+12
1152
$4.7K ﹤0.01%
68
1153
$4.69K ﹤0.01%
57
1154
$4.68K ﹤0.01%
35
+5
1155
$4.64K ﹤0.01%
30
1156
$4.62K ﹤0.01%
54
1157
$4.58K ﹤0.01%
47
+8
1158
$4.55K ﹤0.01%
32
+7
1159
$4.54K ﹤0.01%
24
1160
$4.54K ﹤0.01%
29
1161
$4.54K ﹤0.01%
209
+17
1162
$4.53K ﹤0.01%
38
1163
$4.52K ﹤0.01%
74
1164
$4.52K ﹤0.01%
19
1165
$4.51K ﹤0.01%
72
1166
$4.5K ﹤0.01%
82
1167
$4.49K ﹤0.01%
68
1168
$4.49K ﹤0.01%
529
-189
1169
$4.48K ﹤0.01%
130
1170
$4.47K ﹤0.01%
49
1171
$4.47K ﹤0.01%
22
1172
$4.47K ﹤0.01%
38
+31
1173
$4.47K ﹤0.01%
26
1174
$4.45K ﹤0.01%
130
+1
1175
$4.45K ﹤0.01%
45
+4
45 46
47
48 49