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JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.79B
1-Year Est. Return 16.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,953
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.95M
3
+$2.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.32M

Top Sells

1
+$1.76M
2
+$1.39M
3
+$1.11M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$784K
5
AMZN icon
Amazon
AMZN
+$753K

Sector Composition

1 Financials 4.28%
2 Technology 3.72%
3 Healthcare 1.21%
4 Consumer Discretionary 1.19%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$2K ﹤0.01%
+33
1202
$2K ﹤0.01%
+23
1203
$2K ﹤0.01%
+42
1204
$2K ﹤0.01%
250
1205
$2K ﹤0.01%
+38
1206
$2K ﹤0.01%
+24
1207
$2K ﹤0.01%
+4
1208
$2K ﹤0.01%
+24
1209
$2K ﹤0.01%
188
+178
1210
$2K ﹤0.01%
+54
1211
$2K ﹤0.01%
+43
1212
$2K ﹤0.01%
+44
1213
$2K ﹤0.01%
+19
1214
$2K ﹤0.01%
+32
1215
$2K ﹤0.01%
+10
1216
$2K ﹤0.01%
+14
1217
$2K ﹤0.01%
+46
1218
$2K ﹤0.01%
+18
1219
$2K ﹤0.01%
+26
1220
$2K ﹤0.01%
+120
1221
$1K ﹤0.01%
+1
1222
$1K ﹤0.01%
+67
1223
$1K ﹤0.01%
+12
1224
$1K ﹤0.01%
+54
1225
$1K ﹤0.01%
+14
47 48
49
50 51