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
601
$22.7K ﹤0.01%
58
602
$22.6K ﹤0.01%
259
603
$22.6K ﹤0.01%
252
604
$22.5K ﹤0.01%
358
605
$22.3K ﹤0.01%
70
-1
606
$22.2K ﹤0.01%
+659
607
$22.2K ﹤0.01%
18
608
$22K ﹤0.01%
382
+2
609
$22K ﹤0.01%
189
610
$21.8K ﹤0.01%
114
611
$21.5K ﹤0.01%
1,537
612
$21.4K ﹤0.01%
2,522
-153
613
$21.3K ﹤0.01%
208
-10
614
$21.1K ﹤0.01%
973
+3
615
$21K ﹤0.01%
340
616
$21K ﹤0.01%
112
-7
617
$20.9K ﹤0.01%
105
+56
618
$20.9K ﹤0.01%
42
619
$20.7K ﹤0.01%
62
620
$20.7K ﹤0.01%
184
-6
621
$20.5K ﹤0.01%
306
-24
622
$20.1K ﹤0.01%
1,266
623
$19.9K ﹤0.01%
151
+6
624
$19.8K ﹤0.01%
533
625
$19.8K ﹤0.01%
513
-10
23 24
25
26 27