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
1176
$4.45K ﹤0.01%
59
+1
1177
$4.42K ﹤0.01%
1,340
+471
1178
$4.41K ﹤0.01%
33
1179
$4.41K ﹤0.01%
327
1180
$4.4K ﹤0.01%
67
-9
1181
$4.39K ﹤0.01%
91
+3
1182
$4.38K ﹤0.01%
31
1183
$4.38K ﹤0.01%
44
+4
1184
$4.33K ﹤0.01%
62
1185
$4.32K ﹤0.01%
45
1186
$4.27K ﹤0.01%
47
1187
$4.26K ﹤0.01%
188
+25
1188
$4.26K ﹤0.01%
264
1189
$4.24K ﹤0.01%
20
1190
$4.24K ﹤0.01%
50
+1
1191
$4.23K ﹤0.01%
9
+1
1192
$4.2K ﹤0.01%
90
1193
$4.17K ﹤0.01%
66
1194
$4.17K ﹤0.01%
97
1195
$4.15K ﹤0.01%
245
1196
$4.14K ﹤0.01%
40
1197
$4.14K ﹤0.01%
50
1198
$4.09K ﹤0.01%
28
-1
1199
$4.08K ﹤0.01%
410
+51
1200
$4.08K ﹤0.01%
379
+77
46 47
48
49 50