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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
1326
$1K ﹤0.01%
+6
1327
$1K ﹤0.01%
+22
1328
$1K ﹤0.01%
+14
1329
$1K ﹤0.01%
+2
1330
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26
-457
1331
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+25
1332
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+12
1333
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+28
1334
$1K ﹤0.01%
15
+3
1335
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1336
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+16
1337
$1K ﹤0.01%
+21
1338
$1K ﹤0.01%
+20
1339
$1K ﹤0.01%
+14
1340
$1K ﹤0.01%
+25
1341
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1342
$1K ﹤0.01%
+36
1343
$1K ﹤0.01%
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1344
$1K ﹤0.01%
+20
1345
$1K ﹤0.01%
+7
1346
$1K ﹤0.01%
+11
1347
$1K ﹤0.01%
+22
1348
$1K ﹤0.01%
+6
1349
$1K ﹤0.01%
+31
1350
$1K ﹤0.01%
+61
52 53
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55 56