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
1776
$495 ﹤0.01%
30
-1
1777
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1778
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22
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192
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1781
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$487 ﹤0.01%
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$483 ﹤0.01%
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$476 ﹤0.01%
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$473 ﹤0.01%
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$466 ﹤0.01%
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$466 ﹤0.01%
102
-96
1791
$464 ﹤0.01%
3
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$452 ﹤0.01%
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$448 ﹤0.01%
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$444 ﹤0.01%
+2
1796
$443 ﹤0.01%
21
1797
$436 ﹤0.01%
9
1798
$427 ﹤0.01%
9
1799
$422 ﹤0.01%
27
+22
1800
$403 ﹤0.01%
250
70 71
72
73 74