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
1251
$3.62K ﹤0.01%
77
+8
1252
$3.61K ﹤0.01%
14
1253
$3.61K ﹤0.01%
108
-5
1254
$3.61K ﹤0.01%
20
+4
1255
$3.58K ﹤0.01%
35
1256
$3.57K ﹤0.01%
27
1257
$3.56K ﹤0.01%
45
+4
1258
$3.54K ﹤0.01%
9
-1
1259
$3.54K ﹤0.01%
15
1260
$3.51K ﹤0.01%
36
1261
$3.5K ﹤0.01%
300
1262
$3.49K ﹤0.01%
4
-2
1263
$3.47K ﹤0.01%
22
1264
$3.46K ﹤0.01%
93
+23
1265
$3.45K ﹤0.01%
76
+1
1266
$3.45K ﹤0.01%
69
1267
$3.44K ﹤0.01%
67
+10
1268
$3.44K ﹤0.01%
18
+10
1269
$3.44K ﹤0.01%
44
1270
$3.43K ﹤0.01%
61
-3
1271
$3.43K ﹤0.01%
132
1272
$3.42K ﹤0.01%
68
1273
$3.41K ﹤0.01%
73
1274
$3.4K ﹤0.01%
300
+46
1275
$3.4K ﹤0.01%
29
49 50
51
52 53