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
1401
$2.4K ﹤0.01%
89
-8
1402
$2.39K ﹤0.01%
8
+1
1403
$2.39K ﹤0.01%
50
-3
1404
$2.38K ﹤0.01%
56
1405
$2.38K ﹤0.01%
30
+17
1406
$2.38K ﹤0.01%
118
+104
1407
$2.38K ﹤0.01%
34
+5
1408
$2.36K ﹤0.01%
53
+12
1409
$2.36K ﹤0.01%
14
+2
1410
$2.36K ﹤0.01%
51
1411
$2.34K ﹤0.01%
80
-2
1412
$2.34K ﹤0.01%
336
-137
1413
$2.32K ﹤0.01%
9
+1
1414
$2.31K ﹤0.01%
34
1415
$2.31K ﹤0.01%
25
1416
$2.31K ﹤0.01%
27
1417
$2.31K ﹤0.01%
+50
1418
$2.3K ﹤0.01%
+35
1419
$2.29K ﹤0.01%
18
1420
$2.28K ﹤0.01%
109
+19
1421
$2.27K ﹤0.01%
20
+3
1422
$2.27K ﹤0.01%
52
-1
1423
$2.27K ﹤0.01%
29
1424
$2.26K ﹤0.01%
37
+3
1425
$2.25K ﹤0.01%
32
-27
55 56
57
58 59