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
926
$7.35K ﹤0.01%
90
927
$7.34K ﹤0.01%
51
928
$7.32K ﹤0.01%
72
929
$7.31K ﹤0.01%
+58
930
$7.29K ﹤0.01%
256
-49
931
$7.28K ﹤0.01%
328
-17
932
$7.26K ﹤0.01%
59
-10
933
$7.26K ﹤0.01%
56
934
$7.26K ﹤0.01%
71
-2
935
$7.25K ﹤0.01%
83
-8
936
$7.25K ﹤0.01%
85
937
$7.24K ﹤0.01%
72
938
$7.2K ﹤0.01%
528
939
$7.17K ﹤0.01%
1,139
940
$7.17K ﹤0.01%
97
-1
941
$7.16K ﹤0.01%
94
+8
942
$7.16K ﹤0.01%
73
943
$7.11K ﹤0.01%
254
-394
944
$7.09K ﹤0.01%
91
-13
945
$7.03K ﹤0.01%
51
946
$7.02K ﹤0.01%
151
+85
947
$7.02K ﹤0.01%
94
948
$7K ﹤0.01%
99
-15
949
$7K ﹤0.01%
254
950
$6.99K ﹤0.01%
158
-1
36 37
38
39 40