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
851
$8.97K ﹤0.01%
5
852
$8.95K ﹤0.01%
53
-5
853
$8.94K ﹤0.01%
109
+8
854
$8.93K ﹤0.01%
180
-10
855
$8.92K ﹤0.01%
207
856
$8.92K ﹤0.01%
320
+12
857
$8.9K ﹤0.01%
305
858
$8.9K ﹤0.01%
118
859
$8.89K ﹤0.01%
22
860
$8.89K ﹤0.01%
105
861
$8.87K ﹤0.01%
33
862
$8.86K ﹤0.01%
63
863
$8.83K ﹤0.01%
314
864
$8.82K ﹤0.01%
+191
865
$8.8K ﹤0.01%
132
+16
866
$8.79K ﹤0.01%
33
-6
867
$8.78K ﹤0.01%
203
868
$8.77K ﹤0.01%
97
869
$8.68K ﹤0.01%
500
870
$8.65K ﹤0.01%
81
871
$8.57K ﹤0.01%
11
872
$8.54K ﹤0.01%
+236
873
$8.54K ﹤0.01%
151
+10
874
$8.52K ﹤0.01%
80
875
$8.52K ﹤0.01%
64
-15
33 34
35
36 37