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
776
$11.4K ﹤0.01%
570
-248
777
$11.4K ﹤0.01%
1,203
-34
778
$11.4K ﹤0.01%
277
779
$11.4K ﹤0.01%
49
+22
780
$11.3K ﹤0.01%
44
-2
781
$11.2K ﹤0.01%
2,547
+666
782
$11.2K ﹤0.01%
109
-3
783
$11.1K ﹤0.01%
19
784
$11.1K ﹤0.01%
127
785
$11K ﹤0.01%
64
786
$11K ﹤0.01%
778
+65
787
$11K ﹤0.01%
338
+16
788
$10.9K ﹤0.01%
4,209
+1,202
789
$10.9K ﹤0.01%
67
-8
790
$10.8K ﹤0.01%
111
+2
791
$10.8K ﹤0.01%
80
792
$10.8K ﹤0.01%
43
+16
793
$10.7K ﹤0.01%
250
-2
794
$10.7K ﹤0.01%
70
+14
795
$10.7K ﹤0.01%
72
-12
796
$10.7K ﹤0.01%
62
+27
797
$10.6K ﹤0.01%
110
798
$10.6K ﹤0.01%
633
799
$10.5K ﹤0.01%
1,590
800
$10.5K ﹤0.01%
138
30 31
32
33 34