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
1226
$3.9K ﹤0.01%
21
1227
$3.84K ﹤0.01%
4
1228
$3.84K ﹤0.01%
33
1229
$3.84K ﹤0.01%
124
-79
1230
$3.83K ﹤0.01%
23
+4
1231
$3.83K ﹤0.01%
66
+6
1232
$3.82K ﹤0.01%
23
1233
$3.81K ﹤0.01%
86
-1,998
1234
$3.81K ﹤0.01%
20
1235
$3.8K ﹤0.01%
50
-18
1236
$3.8K ﹤0.01%
26
+23
1237
$3.8K ﹤0.01%
142
+32
1238
$3.79K ﹤0.01%
143
1239
$3.78K ﹤0.01%
167
+8
1240
$3.73K ﹤0.01%
113
+83
1241
$3.72K ﹤0.01%
564
1242
$3.72K ﹤0.01%
29
1243
$3.71K ﹤0.01%
40
-4
1244
$3.71K ﹤0.01%
300
1245
$3.69K ﹤0.01%
82
+41
1246
$3.69K ﹤0.01%
1,129
-15
1247
$3.67K ﹤0.01%
103
1248
$3.67K ﹤0.01%
142
+11
1249
$3.66K ﹤0.01%
40
1250
$3.66K ﹤0.01%
50
48 49
50
51 52