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
1426
$2.26K ﹤0.01%
76
1427
$2.25K ﹤0.01%
7
-1
1428
$2.25K ﹤0.01%
80
1429
$2.25K ﹤0.01%
92
1430
$2.24K ﹤0.01%
82
+76
1431
$2.23K ﹤0.01%
12
-2
1432
$2.23K ﹤0.01%
21
+14
1433
$2.23K ﹤0.01%
25
-2
1434
$2.22K ﹤0.01%
64
+9
1435
$2.21K ﹤0.01%
39
-49
1436
$2.2K ﹤0.01%
52
1437
$2.19K ﹤0.01%
8
-1
1438
$2.18K ﹤0.01%
392
-6
1439
$2.17K ﹤0.01%
27
1440
$2.17K ﹤0.01%
50
-1
1441
$2.17K ﹤0.01%
233
-73
1442
$2.16K ﹤0.01%
69
+11
1443
$2.16K ﹤0.01%
29
1444
$2.14K ﹤0.01%
23
1445
$2.14K ﹤0.01%
65
-8
1446
$2.12K ﹤0.01%
94
-14
1447
$2.11K ﹤0.01%
55
+2
1448
$2.11K ﹤0.01%
24
1449
$2.11K ﹤0.01%
53
+19
1450
$2.1K ﹤0.01%
19
-20
56 57
58
59 60