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
1276
$3.4K ﹤0.01%
20
+9
1277
$3.39K ﹤0.01%
280
+4
1278
$3.39K ﹤0.01%
15
1279
$3.36K ﹤0.01%
89
1280
$3.36K ﹤0.01%
40
1281
$3.32K ﹤0.01%
564
+46
1282
$3.32K ﹤0.01%
+79
1283
$3.29K ﹤0.01%
1,144
+64
1284
$3.29K ﹤0.01%
10
1285
$3.27K ﹤0.01%
89
1286
$3.27K ﹤0.01%
23
1287
$3.26K ﹤0.01%
30
1288
$3.24K ﹤0.01%
143
+57
1289
$3.23K ﹤0.01%
96
+6
1290
$3.23K ﹤0.01%
61
-22
1291
$3.22K ﹤0.01%
164
-23
1292
$3.22K ﹤0.01%
153
-11
1293
$3.2K ﹤0.01%
101
+11
1294
$3.2K ﹤0.01%
51
1295
$3.19K ﹤0.01%
33
1296
$3.19K ﹤0.01%
256
+33
1297
$3.17K ﹤0.01%
49
+6
1298
$3.17K ﹤0.01%
20
+5
1299
$3.16K ﹤0.01%
62
1300
$3.15K ﹤0.01%
84
50 51
52
53 54