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
726
$13.4K ﹤0.01%
62
727
$13.4K ﹤0.01%
852
728
$13.4K ﹤0.01%
185
729
$13.3K ﹤0.01%
961
-4
730
$13.2K ﹤0.01%
1,199
+17
731
$13.2K ﹤0.01%
154
-3
732
$13.1K ﹤0.01%
137
733
$13.1K ﹤0.01%
150
734
$13.1K ﹤0.01%
8
735
$13.1K ﹤0.01%
890
+245
736
$13K ﹤0.01%
44
-2
737
$12.9K ﹤0.01%
115
738
$12.9K ﹤0.01%
317
739
$12.8K ﹤0.01%
238
-44
740
$12.8K ﹤0.01%
180
741
$12.7K ﹤0.01%
99
742
$12.7K ﹤0.01%
129
743
$12.6K ﹤0.01%
169
744
$12.6K ﹤0.01%
161
-13
745
$12.5K ﹤0.01%
136
746
$12.5K ﹤0.01%
113
747
$12.5K ﹤0.01%
134
-47
748
$12.5K ﹤0.01%
78
-1
749
$12.4K ﹤0.01%
311
-4
750
$12.4K ﹤0.01%
104
28 29
30
31 32