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JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.79B
1-Year Est. Return 16.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,953
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.95M
3
+$2.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.32M

Top Sells

1
+$1.76M
2
+$1.39M
3
+$1.11M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$784K
5
AMZN icon
Amazon
AMZN
+$753K

Sector Composition

1 Financials 4.28%
2 Technology 3.72%
3 Healthcare 1.21%
4 Consumer Discretionary 1.19%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$1K ﹤0.01%
+35
1277
$1K ﹤0.01%
+14
1278
$1K ﹤0.01%
+6
1279
$1K ﹤0.01%
+17
1280
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+13
1281
$1K ﹤0.01%
+29
1282
$1K ﹤0.01%
+27
1283
$1K ﹤0.01%
242
+142
1284
$1K ﹤0.01%
+37
1285
$1K ﹤0.01%
+15
1286
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+15
1287
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+6
1288
$1K ﹤0.01%
+35
1289
$1K ﹤0.01%
+36
1290
$1K ﹤0.01%
+41
1291
$1K ﹤0.01%
+24
1292
$1K ﹤0.01%
+11
1293
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42
+10
1294
$1K ﹤0.01%
+30
1295
$1K ﹤0.01%
+22
1296
$1K ﹤0.01%
+15
1297
$1K ﹤0.01%
+20
1298
$1K ﹤0.01%
+70
1299
$1K ﹤0.01%
7
1300
$1K ﹤0.01%
+66
50 51
52
53 54