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
1201
$4.1K ﹤0.01%
1,319
1202
$4.1K ﹤0.01%
29
+9
1203
$4.09K ﹤0.01%
53
-1
1204
$4.08K ﹤0.01%
162
1205
$4.08K ﹤0.01%
61
+2
1206
$4.08K ﹤0.01%
1,070
-64
1207
$4.07K ﹤0.01%
230
-192
1208
$4.07K ﹤0.01%
74
1209
$4.07K ﹤0.01%
286
+190
1210
$4.07K ﹤0.01%
46
+1
1211
$4.06K ﹤0.01%
86
+25
1212
$4.05K ﹤0.01%
32
+6
1213
$4.01K ﹤0.01%
137
-18
1214
$4K ﹤0.01%
121
1215
$3.99K ﹤0.01%
277
-23
1216
$3.99K ﹤0.01%
78
1217
$3.98K ﹤0.01%
58
+1
1218
$3.98K ﹤0.01%
96
+12
1219
$3.97K ﹤0.01%
81
+8
1220
$3.95K ﹤0.01%
130
1221
$3.94K ﹤0.01%
21
+2
1222
$3.93K ﹤0.01%
43
-1
1223
$3.91K ﹤0.01%
36
-8
1224
$3.91K ﹤0.01%
43
+6
1225
$3.9K ﹤0.01%
73
47 48
49
50 51