JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.78B
1-Year Est. Return 16.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.45%
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
+$3.98M
2
+$3.29M
3
+$1.28M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.22M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.14M

Top Sells

1
+$4.03M
2
+$4.03M
3
+$3.85M
4
UNH icon
UnitedHealth
UNH
+$1.53M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.5M

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
1476
$2.01K ﹤0.01%
91
+40
1477
$2K ﹤0.01%
76
1478
$2K ﹤0.01%
10
+1
1479
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137
-130
1480
$2K ﹤0.01%
90
+15
1481
$1.99K ﹤0.01%
27
1482
$1.99K ﹤0.01%
23
1483
$1.99K ﹤0.01%
34
1484
$1.98K ﹤0.01%
33
1485
$1.97K ﹤0.01%
63
1486
$1.97K ﹤0.01%
29
+6
1487
$1.96K ﹤0.01%
398
1488
$1.94K ﹤0.01%
8
1489
$1.94K ﹤0.01%
106
1490
$1.93K ﹤0.01%
34
+10
1491
$1.92K ﹤0.01%
27
+10
1492
$1.91K ﹤0.01%
43
+9
1493
$1.9K ﹤0.01%
109
+24
1494
$1.9K ﹤0.01%
30
1495
$1.9K ﹤0.01%
56
1496
$1.89K ﹤0.01%
58
1497
$1.89K ﹤0.01%
21
+14
1498
$1.88K ﹤0.01%
11
1499
$1.88K ﹤0.01%
481
+376
1500
$1.88K ﹤0.01%
269
58 59
60
61 62