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
801
$10.5K ﹤0.01%
33
802
$10.4K ﹤0.01%
96
-5
803
$10.4K ﹤0.01%
135
-15
804
$10.4K ﹤0.01%
1,290
+31
805
$10.4K ﹤0.01%
63
-2
806
$10.4K ﹤0.01%
554
+9
807
$10.4K ﹤0.01%
+180
808
$10.4K ﹤0.01%
237
+61
809
$10.3K ﹤0.01%
79
+32
810
$10.3K ﹤0.01%
77
-4
811
$10.2K ﹤0.01%
78
812
$10.2K ﹤0.01%
37
+6
813
$10.2K ﹤0.01%
82
-6
814
$10.2K ﹤0.01%
623
+1
815
$10.1K ﹤0.01%
230
816
$10K ﹤0.01%
127
817
$10K ﹤0.01%
407
818
$9.98K ﹤0.01%
394
819
$9.98K ﹤0.01%
53
820
$9.94K ﹤0.01%
25
-1
821
$9.92K ﹤0.01%
179
822
$9.9K ﹤0.01%
123
823
$9.7K ﹤0.01%
22
824
$9.65K ﹤0.01%
288
-61
825
$9.64K ﹤0.01%
89
+5
31 32
33
34 35