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
501
$35.2K ﹤0.01%
274
-158
502
$35.1K ﹤0.01%
641
+85
503
$34.8K ﹤0.01%
1,500
504
$34.8K ﹤0.01%
1,085
-57
505
$34.7K ﹤0.01%
398
+1
506
$34.7K ﹤0.01%
3,392
+43
507
$34.6K ﹤0.01%
1,556
508
$34.6K ﹤0.01%
111
+27
509
$34.3K ﹤0.01%
393
+1
510
$34.3K ﹤0.01%
1,246
+7
511
$34.3K ﹤0.01%
600
-26
512
$34K ﹤0.01%
1,105
+9
513
$33.9K ﹤0.01%
164
-19
514
$33.1K ﹤0.01%
368
-16
515
$32.9K ﹤0.01%
909
-42
516
$32.7K ﹤0.01%
435
517
$32.7K ﹤0.01%
34
518
$32K ﹤0.01%
995
519
$31.8K ﹤0.01%
155
520
$31.5K ﹤0.01%
140
521
$31.4K ﹤0.01%
1,108
522
$31.3K ﹤0.01%
432
-140
523
$31.1K ﹤0.01%
816
524
$31K ﹤0.01%
124
-5
525
$30.9K ﹤0.01%
229
19 20
21
22 23