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
1651
$1.13K ﹤0.01%
41
-38
1652
$1.12K ﹤0.01%
34
-12
1653
$1.12K ﹤0.01%
62
+26
1654
$1.12K ﹤0.01%
119
-63
1655
$1.12K ﹤0.01%
10
-4
1656
$1.09K ﹤0.01%
158
1657
$1.09K ﹤0.01%
87
+19
1658
$1.08K ﹤0.01%
21
1659
$1.07K ﹤0.01%
10
1660
$1.07K ﹤0.01%
9
+1
1661
$1.06K ﹤0.01%
13
-5
1662
$1.06K ﹤0.01%
260
+116
1663
$1.05K ﹤0.01%
56
-26
1664
$1.05K ﹤0.01%
27
-55
1665
$1.04K ﹤0.01%
27
-16
1666
$1.03K ﹤0.01%
19
1667
$1.02K ﹤0.01%
25
+18
1668
$1.02K ﹤0.01%
37
+2
1669
$1.01K ﹤0.01%
4
-24
1670
$1.01K ﹤0.01%
29
+10
1671
$1.01K ﹤0.01%
24
-3
1672
$1K ﹤0.01%
8
1673
$1K ﹤0.01%
15
1674
$992 ﹤0.01%
11
-7
1675
$989 ﹤0.01%
25
65 66
67
68 69