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
1226
$3.81K ﹤0.01%
57
-9
1227
$3.81K ﹤0.01%
37
+4
1228
$3.79K ﹤0.01%
104
+33
1229
$3.79K ﹤0.01%
19
+7
1230
$3.75K ﹤0.01%
23
1231
$3.75K ﹤0.01%
162
1232
$3.74K ﹤0.01%
25
+5
1233
$3.72K ﹤0.01%
33
1234
$3.71K ﹤0.01%
84
1235
$3.7K ﹤0.01%
180
+30
1236
$3.7K ﹤0.01%
90
+2
1237
$3.7K ﹤0.01%
40
1238
$3.68K ﹤0.01%
12
1239
$3.68K ﹤0.01%
73
1240
$3.67K ﹤0.01%
21
+3
1241
$3.66K ﹤0.01%
275
-12
1242
$3.66K ﹤0.01%
55
+2
1243
$3.66K ﹤0.01%
1,590
1244
$3.65K ﹤0.01%
14
+1
1245
$3.65K ﹤0.01%
15
+1
1246
$3.65K ﹤0.01%
27
1247
$3.65K ﹤0.01%
555
1248
$3.65K ﹤0.01%
310
1249
$3.63K ﹤0.01%
141
+31
1250
$3.62K ﹤0.01%
63
48 49
50
51 52