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
1501
$1.88K ﹤0.01%
269
1502
$1.87K ﹤0.01%
43
1503
$1.87K ﹤0.01%
+23
1504
$1.87K ﹤0.01%
75
1505
$1.86K ﹤0.01%
29
1506
$1.86K ﹤0.01%
12
+1
1507
$1.86K ﹤0.01%
145
+18
1508
$1.86K ﹤0.01%
21
+2
1509
$1.86K ﹤0.01%
35
-1,029
1510
$1.85K ﹤0.01%
30
1511
$1.85K ﹤0.01%
57
+12
1512
$1.85K ﹤0.01%
85
-26
1513
$1.85K ﹤0.01%
21
-4
1514
$1.84K ﹤0.01%
57
+4
1515
$1.83K ﹤0.01%
40
-16
1516
$1.81K ﹤0.01%
173
1517
$1.8K ﹤0.01%
58
+23
1518
$1.79K ﹤0.01%
24
-32
1519
$1.79K ﹤0.01%
36
+11
1520
$1.78K ﹤0.01%
55
1521
$1.78K ﹤0.01%
160
1522
$1.78K ﹤0.01%
109
+5
1523
$1.77K ﹤0.01%
21
1524
$1.77K ﹤0.01%
23
1525
$1.77K ﹤0.01%
197
-13
59 60
61
62 63