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
1426
$2.25K ﹤0.01%
46
-15
1427
$2.25K ﹤0.01%
40
+2
1428
$2.24K ﹤0.01%
51
1429
$2.24K ﹤0.01%
23
+4
1430
$2.23K ﹤0.01%
134
-20
1431
$2.23K ﹤0.01%
5
1432
$2.22K ﹤0.01%
21
1433
$2.22K ﹤0.01%
92
+16
1434
$2.21K ﹤0.01%
77
+13
1435
$2.21K ﹤0.01%
24
1436
$2.21K ﹤0.01%
109
-168
1437
$2.21K ﹤0.01%
70
1438
$2.21K ﹤0.01%
78
+15
1439
$2.21K ﹤0.01%
+41
1440
$2.2K ﹤0.01%
19
+2
1441
$2.18K ﹤0.01%
28
1442
$2.18K ﹤0.01%
66
-5
1443
$2.18K ﹤0.01%
277
+44
1444
$2.17K ﹤0.01%
21
1445
$2.17K ﹤0.01%
91
1446
$2.16K ﹤0.01%
23
+4
1447
$2.14K ﹤0.01%
29
1448
$2.14K ﹤0.01%
100
1449
$2.13K ﹤0.01%
21
1450
$2.13K ﹤0.01%
23
56 57
58
59 60