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
1276
$3.44K ﹤0.01%
31
-2
1277
$3.42K ﹤0.01%
12
1278
$3.4K ﹤0.01%
+114
1279
$3.39K ﹤0.01%
34
+7
1280
$3.38K ﹤0.01%
36
1281
$3.36K ﹤0.01%
43
-1
1282
$3.34K ﹤0.01%
21
1283
$3.31K ﹤0.01%
17
+2
1284
$3.31K ﹤0.01%
33
1285
$3.31K ﹤0.01%
22
-4
1286
$3.28K ﹤0.01%
77
+46
1287
$3.26K ﹤0.01%
133
+1
1288
$3.22K ﹤0.01%
9
1289
$3.22K ﹤0.01%
24
1290
$3.22K ﹤0.01%
34
1291
$3.21K ﹤0.01%
89
1292
$3.21K ﹤0.01%
30
1293
$3.19K ﹤0.01%
29
1294
$3.18K ﹤0.01%
91
+58
1295
$3.18K ﹤0.01%
125
+13
1296
$3.18K ﹤0.01%
79
1297
$3.17K ﹤0.01%
+97
1298
$3.17K ﹤0.01%
149
-4
1299
$3.15K ﹤0.01%
203
+76
1300
$3.15K ﹤0.01%
16
+1
50 51
52
53 54