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
1551
$1.54K ﹤0.01%
75
-15
1552
$1.54K ﹤0.01%
20
-3
1553
$1.54K ﹤0.01%
106
-3
1554
$1.53K ﹤0.01%
34
1555
$1.53K ﹤0.01%
1,048
1556
$1.52K ﹤0.01%
53
-4
1557
$1.51K ﹤0.01%
65
-74
1558
$1.51K ﹤0.01%
10
+1
1559
$1.51K ﹤0.01%
46
-40
1560
$1.51K ﹤0.01%
15
-5
1561
$1.51K ﹤0.01%
21
1562
$1.51K ﹤0.01%
66
-14
1563
$1.51K ﹤0.01%
70
1564
$1.5K ﹤0.01%
44
1565
$1.5K ﹤0.01%
45
+11
1566
$1.5K ﹤0.01%
21
1567
$1.5K ﹤0.01%
31
1568
$1.48K ﹤0.01%
58
1569
$1.47K ﹤0.01%
51
-5
1570
$1.47K ﹤0.01%
18
-8
1571
$1.47K ﹤0.01%
25
-1
1572
$1.46K ﹤0.01%
43
1573
$1.45K ﹤0.01%
73
1574
$1.45K ﹤0.01%
11
-1
1575
$1.45K ﹤0.01%
52
-56
61 62
63
64 65