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
1201
$4.06K ﹤0.01%
78
1202
$4.05K ﹤0.01%
57
1203
$4.05K ﹤0.01%
1,319
+201
1204
$4.04K ﹤0.01%
159
1205
$4.03K ﹤0.01%
31
1206
$4.01K ﹤0.01%
36
1207
$4K ﹤0.01%
138
+3
1208
$4K ﹤0.01%
73
1209
$3.99K ﹤0.01%
139
-18
1210
$3.98K ﹤0.01%
14
1211
$3.98K ﹤0.01%
30
1212
$3.96K ﹤0.01%
130
-280
1213
$3.92K ﹤0.01%
59
1214
$3.91K ﹤0.01%
88
1215
$3.89K ﹤0.01%
162
+26
1216
$3.89K ﹤0.01%
9
1217
$3.88K ﹤0.01%
11
+1
1218
$3.88K ﹤0.01%
59
-35
1219
$3.88K ﹤0.01%
33
+1
1220
$3.88K ﹤0.01%
137
+12
1221
$3.88K ﹤0.01%
100
+18
1222
$3.84K ﹤0.01%
121
1223
$3.83K ﹤0.01%
44
1224
$3.81K ﹤0.01%
676
-213
1225
$3.81K ﹤0.01%
215
+30
47 48
49
50 51