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
901
$7.84K ﹤0.01%
90
902
$7.82K ﹤0.01%
50
+8
903
$7.75K ﹤0.01%
63
-3
904
$7.75K ﹤0.01%
254
-60
905
$7.73K ﹤0.01%
167
906
$7.72K ﹤0.01%
77
-7
907
$7.65K ﹤0.01%
86
-6
908
$7.64K ﹤0.01%
140
+1
909
$7.64K ﹤0.01%
237
910
$7.62K ﹤0.01%
150
911
$7.61K ﹤0.01%
188
912
$7.58K ﹤0.01%
33
-14
913
$7.58K ﹤0.01%
40
-40
914
$7.58K ﹤0.01%
339
915
$7.55K ﹤0.01%
49
+2
916
$7.55K ﹤0.01%
78
+21
917
$7.54K ﹤0.01%
77
+1
918
$7.52K ﹤0.01%
128
919
$7.51K ﹤0.01%
56
920
$7.42K ﹤0.01%
40
921
$7.41K ﹤0.01%
38
+27
922
$7.41K ﹤0.01%
43
923
$7.4K ﹤0.01%
70
924
$7.4K ﹤0.01%
24
-2
925
$7.38K ﹤0.01%
74
35 36
37
38 39