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
401
$58.7K ﹤0.01%
778
402
$58.6K ﹤0.01%
550
403
$58.2K ﹤0.01%
122
404
$57.9K ﹤0.01%
264
405
$57.5K ﹤0.01%
964
-10
406
$56.8K ﹤0.01%
364
+94
407
$56.8K ﹤0.01%
1,160
+8
408
$56.4K ﹤0.01%
1,311
+231
409
$56.3K ﹤0.01%
334
+306
410
$55.8K ﹤0.01%
206
+8
411
$55.4K ﹤0.01%
2,582
-79
412
$54.8K ﹤0.01%
635
+78
413
$54K ﹤0.01%
791
+67
414
$53.7K ﹤0.01%
1,184
+31
415
$53.4K ﹤0.01%
595
+469
416
$53.3K ﹤0.01%
+782
417
$52.6K ﹤0.01%
69
+41
418
$52.4K ﹤0.01%
321
-12
419
$52.3K ﹤0.01%
701
+1
420
$51.5K ﹤0.01%
398
-444
421
$50.8K ﹤0.01%
10,488
-572
422
$50.7K ﹤0.01%
659
423
$50.6K ﹤0.01%
198
424
$50.5K ﹤0.01%
1,945
425
$50.4K ﹤0.01%
527
15 16
17
18 19