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
451
$43.8K ﹤0.01%
161
+74
452
$43.6K ﹤0.01%
500
453
$43.6K ﹤0.01%
818
+1
454
$43.4K ﹤0.01%
124
455
$43.3K ﹤0.01%
863
-247
456
$43.3K ﹤0.01%
3,101
-58
457
$42.4K ﹤0.01%
81
+21
458
$41.9K ﹤0.01%
215
459
$41.8K ﹤0.01%
722
-28
460
$41.8K ﹤0.01%
41
+7
461
$41.6K ﹤0.01%
336
462
$41.6K ﹤0.01%
168
-7
463
$41.5K ﹤0.01%
338
-11
464
$41.4K ﹤0.01%
1,264
465
$41.4K ﹤0.01%
410
+130
466
$41.1K ﹤0.01%
1,275
+112
467
$41K ﹤0.01%
625
+66
468
$41K ﹤0.01%
98
469
$41K ﹤0.01%
477
+1
470
$40.9K ﹤0.01%
405
+2
471
$40.7K ﹤0.01%
700
+350
472
$40.7K ﹤0.01%
1,137
473
$40.7K ﹤0.01%
98
-1
474
$40.6K ﹤0.01%
238
475
$40.5K ﹤0.01%
311
+77
17 18
19
20 21