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
676
$16.1K ﹤0.01%
708
+273
677
$16.1K ﹤0.01%
108
+32
678
$15.9K ﹤0.01%
189
679
$15.9K ﹤0.01%
244
-23
680
$15.9K ﹤0.01%
109
681
$15.8K ﹤0.01%
215
682
$15.8K ﹤0.01%
83
683
$15.7K ﹤0.01%
232
684
$15.6K ﹤0.01%
878
685
$15.5K ﹤0.01%
133
+22
686
$15.4K ﹤0.01%
159
687
$15.3K ﹤0.01%
1,258
-138
688
$15.3K ﹤0.01%
237
689
$15.1K ﹤0.01%
44
690
$15.1K ﹤0.01%
117
691
$15.1K ﹤0.01%
146
-26
692
$15.1K ﹤0.01%
726
693
$15K ﹤0.01%
406
+43
694
$15K ﹤0.01%
55
-2
695
$14.8K ﹤0.01%
116
696
$14.8K ﹤0.01%
3,725
-1
697
$14.8K ﹤0.01%
68
+23
698
$14.6K ﹤0.01%
30
-2
699
$14.6K ﹤0.01%
50
+16
700
$14.5K ﹤0.01%
451
+266
26 27
28
29 30