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
1551
$1.62K ﹤0.01%
65
+13
1552
$1.61K ﹤0.01%
18
1553
$1.6K ﹤0.01%
+21
1554
$1.6K ﹤0.01%
1,048
1555
$1.6K ﹤0.01%
9
-16
1556
$1.6K ﹤0.01%
40
+10
1557
$1.59K ﹤0.01%
47
-59
1558
$1.59K ﹤0.01%
17
1559
$1.59K ﹤0.01%
17
1560
$1.58K ﹤0.01%
33
1561
$1.58K ﹤0.01%
43
+3
1562
$1.57K ﹤0.01%
34
1563
$1.56K ﹤0.01%
24
1564
$1.56K ﹤0.01%
65
1565
$1.56K ﹤0.01%
33
1566
$1.56K ﹤0.01%
40
+26
1567
$1.55K ﹤0.01%
11
1568
$1.55K ﹤0.01%
166
+42
1569
$1.54K ﹤0.01%
61
+4
1570
$1.54K ﹤0.01%
9
+3
1571
$1.54K ﹤0.01%
43
+11
1572
$1.53K ﹤0.01%
26
1573
$1.53K ﹤0.01%
34
1574
$1.52K ﹤0.01%
41
1575
$1.52K ﹤0.01%
19
+1
61 62
63
64 65