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
951
$6.98K ﹤0.01%
+149
952
$6.98K ﹤0.01%
34
953
$6.97K ﹤0.01%
53
-6
954
$6.96K ﹤0.01%
108
955
$6.96K ﹤0.01%
89
956
$6.96K ﹤0.01%
48
957
$6.95K ﹤0.01%
496
-162
958
$6.94K ﹤0.01%
20
-4
959
$6.9K ﹤0.01%
133
+30
960
$6.89K ﹤0.01%
59
961
$6.89K ﹤0.01%
50
962
$6.87K ﹤0.01%
37
963
$6.86K ﹤0.01%
26
964
$6.86K ﹤0.01%
108
+61
965
$6.84K ﹤0.01%
128
-18
966
$6.84K ﹤0.01%
2,378
+400
967
$6.81K ﹤0.01%
331
+5
968
$6.78K ﹤0.01%
10
969
$6.77K ﹤0.01%
1,228
+369
970
$6.76K ﹤0.01%
118
-1
971
$6.76K ﹤0.01%
94
972
$6.76K ﹤0.01%
105
973
$6.74K ﹤0.01%
426
974
$6.74K ﹤0.01%
98
-8
975
$6.73K ﹤0.01%
103
37 38
39
40 41