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
1526
$1.77K ﹤0.01%
25
1527
$1.77K ﹤0.01%
38
+10
1528
$1.76K ﹤0.01%
83
-5
1529
$1.76K ﹤0.01%
31
-2
1530
$1.76K ﹤0.01%
28
1531
$1.75K ﹤0.01%
93
-61
1532
$1.75K ﹤0.01%
30
1533
$1.75K ﹤0.01%
40
+5
1534
$1.73K ﹤0.01%
78
-33
1535
$1.73K ﹤0.01%
1,198
+504
1536
$1.72K ﹤0.01%
10
1537
$1.72K ﹤0.01%
162
+48
1538
$1.7K ﹤0.01%
12
+6
1539
$1.69K ﹤0.01%
+10
1540
$1.69K ﹤0.01%
42
1541
$1.68K ﹤0.01%
12
+1
1542
$1.68K ﹤0.01%
46
+10
1543
$1.68K ﹤0.01%
10
+3
1544
$1.66K ﹤0.01%
47
+4
1545
$1.66K ﹤0.01%
95
+31
1546
$1.66K ﹤0.01%
9
1547
$1.65K ﹤0.01%
83
1548
$1.64K ﹤0.01%
63
-1
1549
$1.63K ﹤0.01%
11
1550
$1.62K ﹤0.01%
25
60 61
62
63 64