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
1376
$2.58K ﹤0.01%
108
+14
1377
$2.57K ﹤0.01%
14
+2
1378
$2.57K ﹤0.01%
95
+13
1379
$2.56K ﹤0.01%
24
1380
$2.56K ﹤0.01%
142
-114
1381
$2.54K ﹤0.01%
30
+16
1382
$2.54K ﹤0.01%
28
-2
1383
$2.54K ﹤0.01%
14
1384
$2.52K ﹤0.01%
112
1385
$2.51K ﹤0.01%
37
-1
1386
$2.5K ﹤0.01%
56
1387
$2.49K ﹤0.01%
79
-7
1388
$2.49K ﹤0.01%
46
+17
1389
$2.49K ﹤0.01%
11
-2
1390
$2.48K ﹤0.01%
51
-8
1391
$2.46K ﹤0.01%
65
1392
$2.45K ﹤0.01%
72
+2
1393
$2.45K ﹤0.01%
68
+9
1394
$2.43K ﹤0.01%
16
+2
1395
$2.43K ﹤0.01%
21
1396
$2.42K ﹤0.01%
22
1397
$2.42K ﹤0.01%
7
1398
$2.41K ﹤0.01%
101
1399
$2.41K ﹤0.01%
121
-21
1400
$2.41K ﹤0.01%
67
+10
54 55
56
57 58