We are live on ! Find out more
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
1726
$0 ﹤0.01%
+2
1727
– –
-200
1728
– –
0
1729
$0 ﹤0.01%
+6
1730
– –
-80
1731
$0 ﹤0.01%
+50
1732
$0 ﹤0.01%
+1
1733
$0 ﹤0.01%
+2
1734
$0 ﹤0.01%
+7
1735
$0 ﹤0.01%
+3
1736
$0 ﹤0.01%
+20
1737
$0 ﹤0.01%
+8
1738
$0 ﹤0.01%
+4
1739
– –
-3,108
1740
$0 ﹤0.01%
+4
1741
$0 ﹤0.01%
+3
1742
$0 ﹤0.01%
+2
1743
$0 ﹤0.01%
+13
1744
$0 ﹤0.01%
+3
1745
$0 ﹤0.01%
+9
1746
$0 ﹤0.01%
+9
1747
$0 ﹤0.01%
+4
1748
$0 ﹤0.01%
+4
1749
$0 ﹤0.01%
+14
1750
$0 ﹤0.01%
+6
68 69
70
71 72