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
1376
$2.56K ﹤0.01%
125
+19
1377
$2.55K ﹤0.01%
112
1378
$2.54K ﹤0.01%
+50
1379
$2.54K ﹤0.01%
113
1380
$2.54K ﹤0.01%
49
+9
1381
$2.52K ﹤0.01%
50
1382
$2.52K ﹤0.01%
48
+17
1383
$2.51K ﹤0.01%
136
+36
1384
$2.5K ﹤0.01%
56
+9
1385
$2.5K ﹤0.01%
33
+12
1386
$2.49K ﹤0.01%
40
1387
$2.49K ﹤0.01%
34
1388
$2.48K ﹤0.01%
131
-10
1389
$2.48K ﹤0.01%
69
+1
1390
$2.48K ﹤0.01%
35
-2
1391
$2.48K ﹤0.01%
29
+6
1392
$2.48K ﹤0.01%
42
-56
1393
$2.47K ﹤0.01%
51
+32
1394
$2.46K ﹤0.01%
11
-21
1395
$2.46K ﹤0.01%
125
1396
$2.45K ﹤0.01%
14
-2
1397
$2.45K ﹤0.01%
12
-29
1398
$2.44K ﹤0.01%
58
1399
$2.44K ﹤0.01%
36
-3
1400
$2.43K ﹤0.01%
102
+1
54 55
56
57 58