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
751
$12.4K ﹤0.01%
805
+57
752
$12.3K ﹤0.01%
238
-4
753
$12.3K ﹤0.01%
190
754
$12.3K ﹤0.01%
248
+216
755
$12.2K ﹤0.01%
67
756
$12.2K ﹤0.01%
73
757
$12.2K ﹤0.01%
119
+26
758
$12.2K ﹤0.01%
227
759
$12.1K ﹤0.01%
874
+450
760
$12.1K ﹤0.01%
336
-16
761
$12K ﹤0.01%
430
-30
762
$12K ﹤0.01%
62
763
$12K ﹤0.01%
95
-7
764
$11.9K ﹤0.01%
143
+2
765
$11.8K ﹤0.01%
175
766
$11.7K ﹤0.01%
228
767
$11.7K ﹤0.01%
761
+1
768
$11.7K ﹤0.01%
75
+3
769
$11.7K ﹤0.01%
197
-1
770
$11.7K ﹤0.01%
140
-32
771
$11.7K ﹤0.01%
290
+95
772
$11.6K ﹤0.01%
418
773
$11.5K ﹤0.01%
119
-26
774
$11.5K ﹤0.01%
157
-15
775
$11.5K ﹤0.01%
38
+14
29 30
31
32 33