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
526
$30.8K ﹤0.01%
535
-11
527
$30.8K ﹤0.01%
138
528
$30.6K ﹤0.01%
388
+201
529
$30.5K ﹤0.01%
336
-131
530
$30.4K ﹤0.01%
116
-2
531
$30.4K ﹤0.01%
1,007
-73
532
$30.2K ﹤0.01%
412
-48
533
$30.1K ﹤0.01%
+2,026
534
$30.1K ﹤0.01%
629
-21
535
$29.8K ﹤0.01%
143
536
$29.7K ﹤0.01%
126
+55
537
$29.6K ﹤0.01%
200
-5
538
$29.4K ﹤0.01%
161
+74
539
$29.2K ﹤0.01%
1,065
540
$29.1K ﹤0.01%
425
541
$29K ﹤0.01%
417
542
$29K ﹤0.01%
477
-1
543
$28.9K ﹤0.01%
399
-23
544
$28.4K ﹤0.01%
233
545
$28.4K ﹤0.01%
299
+130
546
$28.4K ﹤0.01%
9
547
$28.3K ﹤0.01%
695
548
$27.8K ﹤0.01%
1,113
-455
549
$27.8K ﹤0.01%
426
+50
550
$27.6K ﹤0.01%
181
20 21
22
23 24