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JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.79B
1-Year Est. Return 16.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,953
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.95M
3
+$2.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.32M

Top Sells

1
+$1.76M
2
+$1.39M
3
+$1.11M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$784K
5
AMZN icon
Amazon
AMZN
+$753K

Sector Composition

1 Financials 4.28%
2 Technology 3.72%
3 Healthcare 1.21%
4 Consumer Discretionary 1.19%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$1K ﹤0.01%
+44
1527
$1K ﹤0.01%
+9
1528
$1K ﹤0.01%
+11
1529
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+18
1530
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+8
1531
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+17
1532
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+15
1533
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+13
1534
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+7
1535
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+5
1536
$1K ﹤0.01%
53
+47
1537
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+16
1538
$1K ﹤0.01%
+12
1539
$1K ﹤0.01%
+16
1540
$1K ﹤0.01%
+7
1541
$1K ﹤0.01%
+36
1542
$1K ﹤0.01%
+20
1543
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+10
1544
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200
1545
$1K ﹤0.01%
+9
1546
$1K ﹤0.01%
+10
1547
$1K ﹤0.01%
+3
1548
$1K ﹤0.01%
+11
1549
$1K ﹤0.01%
+7
1550
$1K ﹤0.01%
+10
60 61
62
63 64