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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
1926
– –
-10
1927
– –
-187
1928
– –
-108
1929
– –
-1,665
1930
– –
-665
1931
– –
-3
1932
– –
-4
1933
– –
-4
1934
– –
-11
1935
– –
-14
1936
– –
-11
1937
– –
-1
1938
– –
-258
1939
– –
-7
1940
– –
-6
1941
– –
-865
1942
– –
-60
1943
– –
-4
1944
– –
-1
1945
– –
-1
1946
– –
-28
1947
– –
-6
1948
– –
-47
1949
– –
-31
1950
– –
-27
75 76 77
78
79