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
626
$19.8K ﹤0.01%
557
+3
627
$19.8K ﹤0.01%
506
628
$19.6K ﹤0.01%
32
629
$19.6K ﹤0.01%
45
630
$19.5K ﹤0.01%
427
631
$19.5K ﹤0.01%
1,005
+8
632
$19.4K ﹤0.01%
45
633
$19.4K ﹤0.01%
117
634
$19.3K ﹤0.01%
435
-19
635
$19.1K ﹤0.01%
139
-8
636
$19.1K ﹤0.01%
+590
637
$19.1K ﹤0.01%
213
638
$18.9K ﹤0.01%
194
639
$18.9K ﹤0.01%
296
-51
640
$18.8K ﹤0.01%
126
-19
641
$18.7K ﹤0.01%
15
642
$18.7K ﹤0.01%
812
643
$18.4K ﹤0.01%
800
644
$18.3K ﹤0.01%
86
645
$18.3K ﹤0.01%
255
-164
646
$18.3K ﹤0.01%
176
647
$18.2K ﹤0.01%
421
648
$17.9K ﹤0.01%
308
-4
649
$17.8K ﹤0.01%
366
+23
650
$17.7K ﹤0.01%
1,074
24 25
26
27 28