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
826
$9.61K ﹤0.01%
178
827
$9.57K ﹤0.01%
174
828
$9.56K ﹤0.01%
258
829
$9.55K ﹤0.01%
181
-26
830
$9.46K ﹤0.01%
249
831
$9.39K ﹤0.01%
78
832
$9.39K ﹤0.01%
77
-7
833
$9.36K ﹤0.01%
27
-12
834
$9.35K ﹤0.01%
139
-12
835
$9.32K ﹤0.01%
304
-153
836
$9.3K ﹤0.01%
32
-13
837
$9.3K ﹤0.01%
154
+1
838
$9.29K ﹤0.01%
67
-8
839
$9.26K ﹤0.01%
46
840
$9.26K ﹤0.01%
49
841
$9.24K ﹤0.01%
34
842
$9.23K ﹤0.01%
280
-215
843
$9.22K ﹤0.01%
461
+4
844
$9.17K ﹤0.01%
39
845
$9.11K ﹤0.01%
196
846
$9.11K ﹤0.01%
337
-119
847
$9.11K ﹤0.01%
36
-1
848
$9.09K ﹤0.01%
24
849
$9.08K ﹤0.01%
53
850
$9.06K ﹤0.01%
70
32 33
34
35 36