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
651
$17.7K ﹤0.01%
352
-37
652
$17.5K ﹤0.01%
131
-7
653
$17.5K ﹤0.01%
335
654
$17.5K ﹤0.01%
1,148
655
$17.4K ﹤0.01%
131
-2
656
$17.4K ﹤0.01%
186
657
$17.3K ﹤0.01%
438
+1
658
$17.3K ﹤0.01%
71
-2
659
$17.2K ﹤0.01%
65
660
$17K ﹤0.01%
79
-9
661
$16.9K ﹤0.01%
238
662
$16.9K ﹤0.01%
43
663
$16.7K ﹤0.01%
500
664
$16.7K ﹤0.01%
141
665
$16.7K ﹤0.01%
175
666
$16.7K ﹤0.01%
466
-91
667
$16.7K ﹤0.01%
100
668
$16.7K ﹤0.01%
484
669
$16.5K ﹤0.01%
177
+157
670
$16.5K ﹤0.01%
325
+26
671
$16.4K ﹤0.01%
423
+80
672
$16.3K ﹤0.01%
94
673
$16.2K ﹤0.01%
207
-19
674
$16.2K ﹤0.01%
102
675
$16.2K ﹤0.01%
+283
25 26
27
28 29