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
1326
$2.92K ﹤0.01%
133
+129
1327
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10
-1
1328
$2.91K ﹤0.01%
23
-30
1329
$2.91K ﹤0.01%
84
1330
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52
-3
1331
$2.89K ﹤0.01%
325
1332
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61
1333
$2.88K ﹤0.01%
117
1334
$2.86K ﹤0.01%
83
+10
1335
$2.85K ﹤0.01%
73
+12
1336
$2.82K ﹤0.01%
34
-3
1337
$2.82K ﹤0.01%
38
1338
$2.81K ﹤0.01%
1,590
1339
$2.81K ﹤0.01%
13
+2
1340
$2.81K ﹤0.01%
35
+6
1341
$2.8K ﹤0.01%
37
1342
$2.8K ﹤0.01%
143
+139
1343
$2.79K ﹤0.01%
51
1344
$2.79K ﹤0.01%
114
+14
1345
$2.77K ﹤0.01%
23
1346
$2.74K ﹤0.01%
19
+1
1347
$2.74K ﹤0.01%
74
+8
1348
$2.73K ﹤0.01%
38
1349
$2.73K ﹤0.01%
151
-86
1350
$2.72K ﹤0.01%
10
+2
52 53
54
55 56