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
$1.26B
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,048
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.23M
3
+$2.78M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.48M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.4M

Top Sells

1
+$7.97M
2
+$3.13M
3
+$2.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.26M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.71M

Sector Composition

1 Financials 4.44%
2 Technology 3.24%
3 Industrials 1.06%
4 Consumer Discretionary 0.97%
5 Energy 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$72.1K 0.01%
1,071
377
$70.8K 0.01%
2,500
378
$70.2K 0.01%
389
-199
379
$70.2K 0.01%
174
380
$69.8K 0.01%
424
381
$68.8K 0.01%
2,044
382
$68.7K 0.01%
700
383
$68.5K 0.01%
1,338
-64
384
$65.9K 0.01%
2,606
+16
385
$63.8K 0.01%
880
+68
386
$62.5K 0.01%
2,367
+237
387
$62.4K 0.01%
3,481
+688
388
$61.4K ﹤0.01%
267
389
$61.4K ﹤0.01%
140
390
$61.3K ﹤0.01%
544
+1
391
$61.2K ﹤0.01%
228
-37
392
$60.7K ﹤0.01%
+1,659
393
$60.3K ﹤0.01%
4,515
394
$60.3K ﹤0.01%
771
395
$59.8K ﹤0.01%
625
+2
396
$59.8K ﹤0.01%
348
+32
397
$59.6K ﹤0.01%
2,217
398
$59.3K ﹤0.01%
464
+87
399
$59K ﹤0.01%
542
400
$59K ﹤0.01%
854
+6
14 15
16
17 18