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
1476
$1.95K ﹤0.01%
8
1477
$1.95K ﹤0.01%
414
-67
1478
$1.94K ﹤0.01%
10
1479
$1.94K ﹤0.01%
12
-2
1480
$1.94K ﹤0.01%
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1481
$1.94K ﹤0.01%
183
+21
1482
$1.94K ﹤0.01%
14
+5
1483
$1.93K ﹤0.01%
166
1484
$1.93K ﹤0.01%
24
-1
1485
$1.93K ﹤0.01%
30
1486
$1.91K ﹤0.01%
112
-30
1487
$1.91K ﹤0.01%
33
+7
1488
$1.91K ﹤0.01%
41
-5
1489
$1.9K ﹤0.01%
22
-1
1490
$1.9K ﹤0.01%
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-2
1491
$1.88K ﹤0.01%
8
-1
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$1.86K ﹤0.01%
27
1493
$1.86K ﹤0.01%
24
-3
1494
$1.85K ﹤0.01%
37
1495
$1.83K ﹤0.01%
75
+48
1496
$1.82K ﹤0.01%
40
1497
$1.82K ﹤0.01%
29
1498
$1.81K ﹤0.01%
48
-3
1499
$1.81K ﹤0.01%
196
-1
1500
$1.81K ﹤0.01%
24
58 59
60
61 62