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
1451
$2.1K ﹤0.01%
74
-10
1452
$2.1K ﹤0.01%
33
-1
1453
$2.09K ﹤0.01%
41
+9
1454
$2.08K ﹤0.01%
95
+17
1455
$2.07K ﹤0.01%
54
+14
1456
$2.07K ﹤0.01%
173
1457
$2.05K ﹤0.01%
41
-1
1458
$2.05K ﹤0.01%
21
+8
1459
$2.05K ﹤0.01%
195
-85
1460
$2.03K ﹤0.01%
35
+31
1461
$2.02K ﹤0.01%
65
1462
$2.02K ﹤0.01%
69
+2
1463
$2K ﹤0.01%
42
+16
1464
$2K ﹤0.01%
21
1465
$2K ﹤0.01%
436
-904
1466
$1.99K ﹤0.01%
58
+38
1467
$1.99K ﹤0.01%
121
+37
1468
$1.98K ﹤0.01%
41
-12
1469
$1.98K ﹤0.01%
51
+25
1470
$1.97K ﹤0.01%
124
+75
1471
$1.97K ﹤0.01%
9
-5
1472
$1.97K ﹤0.01%
57
+10
1473
$1.96K ﹤0.01%
64
1474
$1.95K ﹤0.01%
31
-4
1475
$1.95K ﹤0.01%
24
+1
57 58
59
60 61