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JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.79B
1-Year Est. Return 16.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,953
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.95M
3
+$2.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.36M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.32M

Top Sells

1
+$1.76M
2
+$1.39M
3
+$1.11M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$784K
5
AMZN icon
Amazon
AMZN
+$753K

Sector Composition

1 Financials 4.28%
2 Technology 3.72%
3 Healthcare 1.21%
4 Consumer Discretionary 1.19%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$1K ﹤0.01%
+8
1652
$1K ﹤0.01%
+70
1653
$1K ﹤0.01%
+4
1654
$1K ﹤0.01%
3
1655
$1K ﹤0.01%
+20
1656
$1K ﹤0.01%
+13
1657
$1K ﹤0.01%
+4
1658
$1K ﹤0.01%
+10
1659
$1K ﹤0.01%
+8
1660
$1K ﹤0.01%
+13
1661
$1K ﹤0.01%
+15
1662
$1K ﹤0.01%
+45
1663
$1K ﹤0.01%
+104
1664
$1K ﹤0.01%
5
1665
$1K ﹤0.01%
125
+1
1666
$1K ﹤0.01%
+17
1667
$1K ﹤0.01%
+56
1668
$1K ﹤0.01%
+9
1669
$1K ﹤0.01%
+10
1670
$1K ﹤0.01%
+37
1671
$1K ﹤0.01%
+45
1672
$1K ﹤0.01%
+109
1673
$1K ﹤0.01%
+60
1674
$1K ﹤0.01%
+43
1675
$1K ﹤0.01%
+12
65 66
67
68 69