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
1601
$1.4K ﹤0.01%
48
-2
1602
$1.4K ﹤0.01%
30
1603
$1.4K ﹤0.01%
18
1604
$1.39K ﹤0.01%
168
+14
1605
$1.39K ﹤0.01%
41
1606
$1.39K ﹤0.01%
26
-1
1607
$1.38K ﹤0.01%
97
1608
$1.37K ﹤0.01%
96
-184
1609
$1.37K ﹤0.01%
27
1610
$1.37K ﹤0.01%
186
+175
1611
$1.37K ﹤0.01%
+58
1612
$1.35K ﹤0.01%
35
1613
$1.35K ﹤0.01%
22
+4
1614
$1.34K ﹤0.01%
865
1615
$1.34K ﹤0.01%
22
+5
1616
$1.34K ﹤0.01%
16
+1
1617
$1.34K ﹤0.01%
+31
1618
$1.33K ﹤0.01%
11
+2
1619
$1.33K ﹤0.01%
51
+5
1620
$1.31K ﹤0.01%
86
1621
$1.31K ﹤0.01%
40
-40
1622
$1.3K ﹤0.01%
41
1623
$1.3K ﹤0.01%
7
+1
1624
$1.3K ﹤0.01%
174
1625
$1.3K ﹤0.01%
28
+7
63 64
65
66 67