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
1451
$2.13K ﹤0.01%
58
+21
1452
$2.13K ﹤0.01%
40
1453
$2.12K ﹤0.01%
58
-1
1454
$2.11K ﹤0.01%
112
+52
1455
$2.11K ﹤0.01%
36
-27
1456
$2.11K ﹤0.01%
29
-1
1457
$2.11K ﹤0.01%
24
+4
1458
$2.11K ﹤0.01%
60
1459
$2.1K ﹤0.01%
54
+17
1460
$2.1K ﹤0.01%
9
1461
$2.09K ﹤0.01%
27
-3
1462
$2.08K ﹤0.01%
90
+28
1463
$2.07K ﹤0.01%
12
+1
1464
$2.07K ﹤0.01%
23
+21
1465
$2.07K ﹤0.01%
29
+5
1466
$2.06K ﹤0.01%
84
+1
1467
$2.06K ﹤0.01%
27
1468
$2.05K ﹤0.01%
47
1469
$2.05K ﹤0.01%
23
+5
1470
$2.05K ﹤0.01%
56
1471
$2.03K ﹤0.01%
79
-13
1472
$2.03K ﹤0.01%
110
-29
1473
$2.03K ﹤0.01%
64
1474
$2.03K ﹤0.01%
52
-8
1475
$2.02K ﹤0.01%
98
-45
57 58
59
60 61