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
1626
$1.29K ﹤0.01%
18
-5
1627
$1.29K ﹤0.01%
200
1628
$1.27K ﹤0.01%
12
1629
$1.25K ﹤0.01%
67
1630
$1.25K ﹤0.01%
73
+19
1631
$1.25K ﹤0.01%
15
+1
1632
$1.25K ﹤0.01%
40
1633
$1.24K ﹤0.01%
22
-3
1634
$1.24K ﹤0.01%
10
+1
1635
$1.24K ﹤0.01%
34
-117
1636
$1.23K ﹤0.01%
23
1637
$1.2K ﹤0.01%
22
1638
$1.18K ﹤0.01%
16
1639
$1.18K ﹤0.01%
43
+5
1640
$1.18K ﹤0.01%
+6
1641
$1.18K ﹤0.01%
117
+39
1642
$1.18K ﹤0.01%
24
+11
1643
$1.18K ﹤0.01%
38
+5
1644
$1.17K ﹤0.01%
50
1645
$1.16K ﹤0.01%
13
-2
1646
$1.16K ﹤0.01%
34
-5
1647
$1.16K ﹤0.01%
653
1648
$1.16K ﹤0.01%
33
1649
$1.14K ﹤0.01%
16
-13
1650
$1.14K ﹤0.01%
31
-74
64 65
66
67 68