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
1301
$3.14K ﹤0.01%
48
+10
1302
$3.14K ﹤0.01%
19
+1
1303
$3.13K ﹤0.01%
15
+7
1304
$3.13K ﹤0.01%
40
1305
$3.13K ﹤0.01%
84
+18
1306
$3.13K ﹤0.01%
54
-8
1307
$3.12K ﹤0.01%
61
1308
$3.11K ﹤0.01%
86
1309
$3.11K ﹤0.01%
37
1310
$3.1K ﹤0.01%
306
+73
1311
$3.09K ﹤0.01%
30
1312
$3.08K ﹤0.01%
50
-4
1313
$3.07K ﹤0.01%
38
1314
$3.07K ﹤0.01%
58
-16
1315
$3.06K ﹤0.01%
20
+1
1316
$3.04K ﹤0.01%
64
1317
$3.02K ﹤0.01%
86
-72
1318
$3K ﹤0.01%
34
1319
$2.98K ﹤0.01%
23
+3
1320
$2.98K ﹤0.01%
49
+1
1321
$2.97K ﹤0.01%
117
+39
1322
$2.96K ﹤0.01%
57
+9
1323
$2.96K ﹤0.01%
54
1324
$2.94K ﹤0.01%
325
1325
$2.94K ﹤0.01%
466
51 52
53
54 55