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
1351
$2.73K ﹤0.01%
37
1352
$2.73K ﹤0.01%
113
1353
$2.73K ﹤0.01%
127
1354
$2.7K ﹤0.01%
47
1355
$2.7K ﹤0.01%
26
+5
1356
$2.7K ﹤0.01%
26
+8
1357
$2.69K ﹤0.01%
27
-9
1358
$2.69K ﹤0.01%
38
1359
$2.69K ﹤0.01%
98
-5
1360
$2.67K ﹤0.01%
25
+3
1361
$2.67K ﹤0.01%
186
1362
$2.67K ﹤0.01%
18
+3
1363
$2.66K ﹤0.01%
73
1364
$2.66K ﹤0.01%
282
1365
$2.66K ﹤0.01%
65
+7
1366
$2.65K ﹤0.01%
34
1367
$2.65K ﹤0.01%
61
+10
1368
$2.65K ﹤0.01%
131
+28
1369
$2.64K ﹤0.01%
20
1370
$2.63K ﹤0.01%
39
1371
$2.62K ﹤0.01%
14
-10
1372
$2.61K ﹤0.01%
13
+7
1373
$2.6K ﹤0.01%
100
1374
$2.59K ﹤0.01%
198
+21
1375
$2.58K ﹤0.01%
80
+10
53 54
55
56 57