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
1351
$2.72K ﹤0.01%
140
+22
1352
$2.71K ﹤0.01%
42
-45
1353
$2.7K ﹤0.01%
103
+28
1354
$2.7K ﹤0.01%
+1
1355
$2.69K ﹤0.01%
36
+13
1356
$2.68K ﹤0.01%
58
1357
$2.68K ﹤0.01%
18
1358
$2.67K ﹤0.01%
62
+2
1359
$2.66K ﹤0.01%
24
1360
$2.65K ﹤0.01%
154
-93
1361
$2.65K ﹤0.01%
12
1362
$2.65K ﹤0.01%
109
+11
1363
$2.64K ﹤0.01%
71
+6
1364
$2.62K ﹤0.01%
14
+4
1365
$2.62K ﹤0.01%
29
+8
1366
$2.61K ﹤0.01%
37
1367
$2.61K ﹤0.01%
43
+9
1368
$2.6K ﹤0.01%
+121
1369
$2.6K ﹤0.01%
42
-65
1370
$2.59K ﹤0.01%
83
+43
1371
$2.58K ﹤0.01%
26
-7
1372
$2.58K ﹤0.01%
78
+1
1373
$2.57K ﹤0.01%
85
+44
1374
$2.56K ﹤0.01%
294
-85
1375
$2.56K ﹤0.01%
28
53 54
55
56 57