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
551
$27.5K ﹤0.01%
109
+1
552
$27.5K ﹤0.01%
1,005
553
$27.4K ﹤0.01%
370
554
$27.4K ﹤0.01%
302
-16
555
$27.4K ﹤0.01%
18
556
$27.4K ﹤0.01%
632
+27
557
$27.4K ﹤0.01%
1,221
558
$27.3K ﹤0.01%
100
+71
559
$27.3K ﹤0.01%
265
+1
560
$27.1K ﹤0.01%
137
+19
561
$27.1K ﹤0.01%
3,107
-250
562
$27.1K ﹤0.01%
69
563
$27K ﹤0.01%
495
564
$26.8K ﹤0.01%
2,274
565
$26.7K ﹤0.01%
239
-38
566
$26.5K ﹤0.01%
107
567
$26.5K ﹤0.01%
1,667
+29
568
$26.4K ﹤0.01%
186
+114
569
$26.4K ﹤0.01%
188
570
$26.4K ﹤0.01%
676
-75
571
$26.2K ﹤0.01%
101
+36
572
$25.8K ﹤0.01%
99
573
$25.7K ﹤0.01%
64
574
$25.7K ﹤0.01%
880
+146
575
$25.6K ﹤0.01%
776
+5
21 22
23
24 25