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
1576
$1.43K ﹤0.01%
18
-10
1577
$1.41K ﹤0.01%
11
1578
$1.41K ﹤0.01%
23
1579
$1.41K ﹤0.01%
24
-42
1580
$1.41K ﹤0.01%
38
+3
1581
$1.4K ﹤0.01%
27
-7
1582
$1.39K ﹤0.01%
83
-10
1583
$1.39K ﹤0.01%
17
1584
$1.38K ﹤0.01%
239
+60
1585
$1.38K ﹤0.01%
30
1586
$1.37K ﹤0.01%
21
1587
$1.37K ﹤0.01%
356
+210
1588
$1.36K ﹤0.01%
22
+9
1589
$1.36K ﹤0.01%
48
-3
1590
$1.36K ﹤0.01%
28
+8
1591
$1.33K ﹤0.01%
23
+8
1592
$1.33K ﹤0.01%
14
+6
1593
$1.33K ﹤0.01%
49
+31
1594
$1.33K ﹤0.01%
+2
1595
$1.32K ﹤0.01%
160
1596
$1.32K ﹤0.01%
47
-13
1597
$1.32K ﹤0.01%
273
-4
1598
$1.31K ﹤0.01%
117
1599
$1.3K ﹤0.01%
46
+3
1600
$1.29K ﹤0.01%
33
62 63
64
65 66