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
701
$14.5K ﹤0.01%
109
-3
702
$14.4K ﹤0.01%
81
703
$14.3K ﹤0.01%
103
704
$14.3K ﹤0.01%
1,216
+1
705
$14.3K ﹤0.01%
52
-5
706
$14.3K ﹤0.01%
83
-105
707
$14.2K ﹤0.01%
36
+9
708
$14.2K ﹤0.01%
36
-1
709
$14.1K ﹤0.01%
383
710
$14.1K ﹤0.01%
+471
711
$14.1K ﹤0.01%
231
712
$14.1K ﹤0.01%
97
-87
713
$14K ﹤0.01%
284
+100
714
$13.8K ﹤0.01%
484
-158
715
$13.7K ﹤0.01%
+326
716
$13.7K ﹤0.01%
94
+31
717
$13.7K ﹤0.01%
155
+2
718
$13.6K ﹤0.01%
419
-23
719
$13.6K ﹤0.01%
+300
720
$13.6K ﹤0.01%
63
-16
721
$13.6K ﹤0.01%
44
722
$13.6K ﹤0.01%
105
723
$13.5K ﹤0.01%
450
724
$13.5K ﹤0.01%
537
-5
725
$13.4K ﹤0.01%
128
27 28
29
30 31