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
1576
$1.51K ﹤0.01%
10
+3
1577
$1.5K ﹤0.01%
44
1578
$1.5K ﹤0.01%
11
+2
1579
$1.49K ﹤0.01%
+10
1580
$1.48K ﹤0.01%
+62
1581
$1.48K ﹤0.01%
44
-8
1582
$1.48K ﹤0.01%
8
-2
1583
$1.48K ﹤0.01%
70
1584
$1.47K ﹤0.01%
23
+6
1585
$1.47K ﹤0.01%
20
1586
$1.47K ﹤0.01%
+13
1587
$1.46K ﹤0.01%
179
1588
$1.46K ﹤0.01%
21
-6
1589
$1.45K ﹤0.01%
12
1590
$1.45K ﹤0.01%
54
1591
$1.45K ﹤0.01%
21
1592
$1.45K ﹤0.01%
84
+19
1593
$1.45K ﹤0.01%
32
+6
1594
$1.44K ﹤0.01%
80
-5
1595
$1.44K ﹤0.01%
33
1596
$1.43K ﹤0.01%
17
1597
$1.43K ﹤0.01%
11
1598
$1.42K ﹤0.01%
33
1599
$1.41K ﹤0.01%
26
1600
$1.41K ﹤0.01%
489
+171
62 63
64
65 66