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
251
$175K 0.01%
506
+1
252
$173K 0.01%
380
253
$172K 0.01%
378
-44
254
$170K 0.01%
2,507
+261
255
$170K 0.01%
2,917
+3
256
$168K 0.01%
1,311
257
$167K 0.01%
1,418
+1
258
$164K 0.01%
2,113
259
$164K 0.01%
1,184
+2
260
$162K 0.01%
4,713
261
$162K 0.01%
3,129
262
$162K 0.01%
3,376
-5,575
263
$160K 0.01%
592
264
$156K 0.01%
1,503
+333
265
$153K 0.01%
1,491
266
$152K 0.01%
754
267
$151K 0.01%
3,127
-27,383
268
$150K 0.01%
3,327
-263
269
$149K 0.01%
465
+42
270
$147K 0.01%
1,010
-8
271
$147K 0.01%
562
+172
272
$145K 0.01%
279
-9
273
$144K 0.01%
740
-7
274
$143K 0.01%
2,264
+94
275
$143K 0.01%
5,831
9 10
11
12 13