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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
$1.71B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,951
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.32M
3
+$2.15M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.91M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.86M

Top Sells

1
+$2.11M
2
+$1.47M
3
+$1.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.03M

Sector Composition

1 Financials 5.75%
2 Technology 3.86%
3 Communication Services 1.27%
4 Healthcare 1.09%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
– –
0
1902
– –
-64
1903
– –
-1,181
1904
– –
-21
1905
– –
-171
1906
– –
-12
1907
– –
-1
1908
– –
-9
1909
– –
-21
1910
– –
-701
1911
– –
-144
1912
– –
-1
1913
– –
-2
1914
– –
-11
1915
– –
-31
1916
– –
-336
1917
– –
-190
1918
– –
-2,140
1919
– –
-4,585
1920
– –
-15
1921
– –
-21
1922
– –
-1,901
1923
– –
-8
1924
– –
-9
1925
– –
-35
75 76
77
78 79