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JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.79B
1-Year Est. Return 16.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,953
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.95M
3
+$2.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.32M

Top Sells

1
+$1.76M
2
+$1.39M
3
+$1.11M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$784K
5
AMZN icon
Amazon
AMZN
+$753K

Sector Composition

1 Financials 4.28%
2 Technology 3.72%
3 Healthcare 1.21%
4 Consumer Discretionary 1.19%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$1K ﹤0.01%
+15
1452
$1K ﹤0.01%
+14
1453
$1K ﹤0.01%
+7
1454
$1K ﹤0.01%
+165
1455
$1K ﹤0.01%
+7
1456
$1K ﹤0.01%
+21
1457
$1K ﹤0.01%
17
1458
$1K ﹤0.01%
+9
1459
$1K ﹤0.01%
340
1460
$1K ﹤0.01%
+8
1461
$1K ﹤0.01%
+1
1462
$1K ﹤0.01%
+31
1463
$1K ﹤0.01%
+12
1464
$1K ﹤0.01%
+21
1465
$1K ﹤0.01%
+16
1466
$1K ﹤0.01%
+40
1467
$1K ﹤0.01%
+6
1468
$1K ﹤0.01%
+45
1469
$1K ﹤0.01%
+8
1470
$1K ﹤0.01%
+10
1471
$1K ﹤0.01%
+19
1472
$1K ﹤0.01%
+17
1473
$1K ﹤0.01%
67
-1,498
1474
$1K ﹤0.01%
+21
1475
$1K ﹤0.01%
+5
57 58
59
60 61