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
301
$116K 0.01%
1,996
+268
302
$115K 0.01%
1,336
-12
303
$114K 0.01%
1,327
+29
304
$111K 0.01%
3,600
-1,566
305
$110K 0.01%
1,868
+2
306
$108K 0.01%
2,581
+438
307
$108K 0.01%
3,740
-986
308
$107K 0.01%
212
+31
309
$107K 0.01%
251
+48
310
$106K 0.01%
364
-6
311
$105K 0.01%
1,080
-150
312
$104K 0.01%
1,482
-54
313
$101K 0.01%
2,356
+234
314
$98.8K 0.01%
178
+12
315
$98.6K 0.01%
395
+50
316
$98.4K 0.01%
176
+1
317
$98.1K 0.01%
357
+1
318
$97.7K 0.01%
377
-17
319
$97.5K 0.01%
882
320
$95.4K 0.01%
2,449
-225
321
$95.4K 0.01%
2,531
-1
322
$95.3K 0.01%
563
+69
323
$93.3K 0.01%
438
-50
324
$92.7K 0.01%
934
+56
325
$92.6K 0.01%
1,386
-24
11 12
13
14 15