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
1301
$3.14K ﹤0.01%
30
1302
$3.14K ﹤0.01%
32
-9
1303
$3.13K ﹤0.01%
466
1304
$3.13K ﹤0.01%
64
1305
$3.13K ﹤0.01%
54
+6
1306
$3.12K ﹤0.01%
6
+1
1307
$3.12K ﹤0.01%
61
1308
$3.11K ﹤0.01%
49
1309
$3.11K ﹤0.01%
31
1310
$3.08K ﹤0.01%
245
1311
$3.08K ﹤0.01%
89
+48
1312
$3.08K ﹤0.01%
63
1313
$3.06K ﹤0.01%
92
-1
1314
$3.05K ﹤0.01%
23
1315
$3.05K ﹤0.01%
69
-8
1316
$3.03K ﹤0.01%
22
1317
$3.02K ﹤0.01%
26
1318
$3.01K ﹤0.01%
83
1319
$3K ﹤0.01%
163
-17
1320
$3K ﹤0.01%
62
1321
$2.99K ﹤0.01%
40
1322
$2.96K ﹤0.01%
85
-1
1323
$2.96K ﹤0.01%
79
+27
1324
$2.94K ﹤0.01%
105
+26
1325
$2.93K ﹤0.01%
13
-1
51 52
53
54 55