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
1326
$2.93K ﹤0.01%
82
+4
1327
$2.92K ﹤0.01%
38
1328
$2.92K ﹤0.01%
125
+23
1329
$2.92K ﹤0.01%
12
1330
$2.92K ﹤0.01%
35
+7
1331
$2.91K ﹤0.01%
91
+14
1332
$2.91K ﹤0.01%
421
+17
1333
$2.9K ﹤0.01%
37
1334
$2.9K ﹤0.01%
53
1335
$2.88K ﹤0.01%
34
1336
$2.88K ﹤0.01%
83
1337
$2.88K ﹤0.01%
60
+17
1338
$2.87K ﹤0.01%
14
+8
1339
$2.87K ﹤0.01%
51
+1
1340
$2.86K ﹤0.01%
60
+15
1341
$2.84K ﹤0.01%
26
1342
$2.84K ﹤0.01%
142
-49
1343
$2.81K ﹤0.01%
72
1344
$2.8K ﹤0.01%
21
1345
$2.79K ﹤0.01%
73
1346
$2.78K ﹤0.01%
125
1347
$2.77K ﹤0.01%
25
-3
1348
$2.77K ﹤0.01%
16
+4
1349
$2.76K ﹤0.01%
21
1350
$2.75K ﹤0.01%
151
+65
52 53
54
55 56