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
1251
$3.66K ﹤0.01%
117
+21
1252
$3.64K ﹤0.01%
+36
1253
$3.63K ﹤0.01%
89
-1
1254
$3.62K ﹤0.01%
95
+13
1255
$3.61K ﹤0.01%
143
+18
1256
$3.61K ﹤0.01%
17
+2
1257
$3.59K ﹤0.01%
72
-10
1258
$3.57K ﹤0.01%
69
+11
1259
$3.57K ﹤0.01%
68
+14
1260
$3.56K ﹤0.01%
118
+27
1261
$3.56K ﹤0.01%
28
+3
1262
$3.55K ﹤0.01%
142
+119
1263
$3.55K ﹤0.01%
502
1264
$3.55K ﹤0.01%
79
1265
$3.54K ﹤0.01%
30
1266
$3.52K ﹤0.01%
78
-1
1267
$3.51K ﹤0.01%
555
1268
$3.5K ﹤0.01%
+144
1269
$3.5K ﹤0.01%
35
1270
$3.5K ﹤0.01%
84
1271
$3.49K ﹤0.01%
79
+11
1272
$3.49K ﹤0.01%
33
1273
$3.49K ﹤0.01%
60
-7
1274
$3.48K ﹤0.01%
89
1275
$3.47K ﹤0.01%
279
+4
49 50
51
52 53