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
576
$25.5K ﹤0.01%
254
+157
577
$25.4K ﹤0.01%
209
578
$24.8K ﹤0.01%
162
+10
579
$24.8K ﹤0.01%
316
+1
580
$24.8K ﹤0.01%
217
+111
581
$24.7K ﹤0.01%
+500
582
$24.5K ﹤0.01%
1,000
583
$24.5K ﹤0.01%
83
-2
584
$24.4K ﹤0.01%
+1,195
585
$24.3K ﹤0.01%
73
586
$24.3K ﹤0.01%
377
587
$24.2K ﹤0.01%
111
+77
588
$24K ﹤0.01%
511
+165
589
$23.8K ﹤0.01%
+791
590
$23.8K ﹤0.01%
234
591
$23.6K ﹤0.01%
1,332
-111
592
$23.5K ﹤0.01%
1,687
593
$23.3K ﹤0.01%
447
-5
594
$23.2K ﹤0.01%
400
-100
595
$23K ﹤0.01%
300
596
$23K ﹤0.01%
534
597
$23K ﹤0.01%
91
+4
598
$22.9K ﹤0.01%
746
599
$22.7K ﹤0.01%
155
600
$22.7K ﹤0.01%
+560
22 23
24
25 26