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
1176
$4.25K ﹤0.01%
757
+81
1177
$4.25K ﹤0.01%
133
1178
$4.24K ﹤0.01%
73
-3
1179
$4.24K ﹤0.01%
188
-102
1180
$4.23K ﹤0.01%
264
1181
$4.21K ﹤0.01%
49
+5
1182
$4.21K ﹤0.01%
59
1183
$4.2K ﹤0.01%
71
-1
1184
$4.19K ﹤0.01%
57
1185
$4.18K ﹤0.01%
30
+2
1186
$4.18K ﹤0.01%
148
+11
1187
$4.18K ﹤0.01%
215
1188
$4.17K ﹤0.01%
28
+1
1189
$4.17K ﹤0.01%
29
-2
1190
$4.17K ﹤0.01%
116
+15
1191
$4.16K ﹤0.01%
130
1192
$4.16K ﹤0.01%
66
1193
$4.16K ﹤0.01%
50
+1
1194
$4.16K ﹤0.01%
43
-2
1195
$4.15K ﹤0.01%
72
1196
$4.14K ﹤0.01%
37
+1
1197
$4.13K ﹤0.01%
64
+2
1198
$4.13K ﹤0.01%
50
1199
$4.13K ﹤0.01%
34
1200
$4.11K ﹤0.01%
270
+133
46 47
48
49 50