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
1526
$1.66K ﹤0.01%
58
+1
1527
$1.66K ﹤0.01%
162
-36
1528
$1.65K ﹤0.01%
12
1529
$1.64K ﹤0.01%
25
1530
$1.64K ﹤0.01%
42
-1
1531
$1.64K ﹤0.01%
35
1532
$1.64K ﹤0.01%
13
+1
1533
$1.62K ﹤0.01%
40
1534
$1.62K ﹤0.01%
+61
1535
$1.61K ﹤0.01%
121
+118
1536
$1.61K ﹤0.01%
24
+4
1537
$1.6K ﹤0.01%
84
-7
1538
$1.6K ﹤0.01%
21
-4
1539
$1.6K ﹤0.01%
83
1540
$1.6K ﹤0.01%
+45
1541
$1.6K ﹤0.01%
34
1542
$1.59K ﹤0.01%
131
-14
1543
$1.59K ﹤0.01%
53
-47
1544
$1.58K ﹤0.01%
10
1545
$1.58K ﹤0.01%
74
+9
1546
$1.56K ﹤0.01%
35
+2
1547
$1.56K ﹤0.01%
41
-26
1548
$1.55K ﹤0.01%
+5
1549
$1.55K ﹤0.01%
111
+25
1550
$1.54K ﹤0.01%
51
60 61
62
63 64