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
351
$81.6K 0.01%
710
-47
352
$80.6K 0.01%
7,756
+67
353
$80.5K 0.01%
499
-6
354
$80.4K 0.01%
8,262
+123
355
$80.3K 0.01%
849
-684
356
$80.3K 0.01%
684
-25
357
$80K 0.01%
8,244
+126
358
$79.8K 0.01%
8,246
+129
359
$79.7K 0.01%
753
-13
360
$79.1K 0.01%
5,591
-31,106
361
$79.1K 0.01%
504
362
$78.4K 0.01%
4,508
+1,595
363
$76.9K 0.01%
959
+721
364
$76.3K 0.01%
875
-3
365
$75.9K 0.01%
730
366
$75.3K 0.01%
365
-205
367
$74.6K 0.01%
1,084
-652
368
$74.6K 0.01%
1,293
-72
369
$74.4K 0.01%
500
-129
370
$74.3K 0.01%
142
371
$73.9K 0.01%
957
+77
372
$73.8K 0.01%
4,561
373
$72.6K 0.01%
367
-3
374
$72.4K 0.01%
1,731
+1
375
$72.3K 0.01%
552
+3
13 14
15
16 17