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
476
$40.2K ﹤0.01%
968
+21
477
$39.6K ﹤0.01%
1,249
-73
478
$39.5K ﹤0.01%
379
-4
479
$39.4K ﹤0.01%
69
+31
480
$39.4K ﹤0.01%
94
481
$39.2K ﹤0.01%
264
-3
482
$39K ﹤0.01%
481
-19
483
$39K ﹤0.01%
212
-119
484
$39K ﹤0.01%
212
485
$38.8K ﹤0.01%
134
+41
486
$38.6K ﹤0.01%
843
+1
487
$38.2K ﹤0.01%
964
-700
488
$37.8K ﹤0.01%
716
+434
489
$37.8K ﹤0.01%
527
-1,044
490
$37.4K ﹤0.01%
446
+2
491
$37.3K ﹤0.01%
69
-1
492
$37.2K ﹤0.01%
955
493
$36.6K ﹤0.01%
122
494
$36.5K ﹤0.01%
674
-198
495
$36.2K ﹤0.01%
183
-16
496
$36.2K ﹤0.01%
88
497
$36.1K ﹤0.01%
1,971
-245
498
$35.8K ﹤0.01%
483
-172
499
$35.5K ﹤0.01%
467
+2
500
$35.5K ﹤0.01%
43
-2
18 19
20
21 22