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
426
$49.9K ﹤0.01%
234
+23
427
$49.9K ﹤0.01%
805
428
$49.8K ﹤0.01%
867
429
$49K ﹤0.01%
615
430
$48.5K ﹤0.01%
547
+64
431
$48K ﹤0.01%
1,382
-32
432
$47.5K ﹤0.01%
1,041
433
$47.3K ﹤0.01%
+824
434
$47.2K ﹤0.01%
195
-20
435
$46.9K ﹤0.01%
+831
436
$46.6K ﹤0.01%
2,720
437
$46.6K ﹤0.01%
226
-44
438
$46.4K ﹤0.01%
352
+57
439
$46.3K ﹤0.01%
3,782
+48
440
$46.3K ﹤0.01%
851
441
$46.3K ﹤0.01%
712
-37
442
$46.1K ﹤0.01%
4,021
+46
443
$45.7K ﹤0.01%
911
-1
444
$45.6K ﹤0.01%
378
+111
445
$45.3K ﹤0.01%
229
446
$45.3K ﹤0.01%
4,092
+47
447
$45.1K ﹤0.01%
827
-3,392
448
$44.4K ﹤0.01%
148
449
$44.1K ﹤0.01%
820
-12
450
$44K ﹤0.01%
1,140
+2
16 17
18
19 20