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
876
$8.47K ﹤0.01%
65
-54
877
$8.4K ﹤0.01%
450
-158
878
$8.37K ﹤0.01%
398
+72
879
$8.3K ﹤0.01%
526
880
$8.27K ﹤0.01%
299
-31
881
$8.27K ﹤0.01%
134
882
$8.22K ﹤0.01%
31
883
$8.21K ﹤0.01%
53
884
$8.17K ﹤0.01%
172
+24
885
$8.16K ﹤0.01%
78
886
$8.13K ﹤0.01%
99
-97
887
$8.12K ﹤0.01%
+300
888
$8.09K ﹤0.01%
36
-1
889
$8.09K ﹤0.01%
109
+60
890
$8.08K ﹤0.01%
68
891
$8.05K ﹤0.01%
+191
892
$8.04K ﹤0.01%
70
-7
893
$7.96K ﹤0.01%
42
-3
894
$7.96K ﹤0.01%
244
-3
895
$7.96K ﹤0.01%
128
896
$7.94K ﹤0.01%
180
897
$7.92K ﹤0.01%
40
-5
898
$7.89K ﹤0.01%
58
899
$7.87K ﹤0.01%
15
-2
900
$7.85K ﹤0.01%
164
+29
34 35
36
37 38