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
1501
$1.8K ﹤0.01%
16
+6
1502
$1.8K ﹤0.01%
58
1503
$1.79K ﹤0.01%
46
1504
$1.79K ﹤0.01%
97
1505
$1.78K ﹤0.01%
48
-8
1506
$1.78K ﹤0.01%
11
-1
1507
$1.78K ﹤0.01%
39
-8
1508
$1.76K ﹤0.01%
42
-1
1509
$1.75K ﹤0.01%
10
+1
1510
$1.75K ﹤0.01%
30
+8
1511
$1.75K ﹤0.01%
30
+1
1512
$1.75K ﹤0.01%
60
+4
1513
$1.75K ﹤0.01%
246
+94
1514
$1.74K ﹤0.01%
38
+8
1515
$1.73K ﹤0.01%
27
1516
$1.72K ﹤0.01%
27
1517
$1.71K ﹤0.01%
32
+8
1518
$1.71K ﹤0.01%
95
1519
$1.71K ﹤0.01%
15
-17
1520
$1.71K ﹤0.01%
30
1521
$1.7K ﹤0.01%
68
+14
1522
$1.7K ﹤0.01%
15
+1
1523
$1.69K ﹤0.01%
29
1524
$1.67K ﹤0.01%
25
1525
$1.66K ﹤0.01%
9
59 60
61
62 63