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
976
$6.73K ﹤0.01%
32
977
$6.73K ﹤0.01%
172
978
$6.7K ﹤0.01%
256
-30
979
$6.68K ﹤0.01%
109
980
$6.67K ﹤0.01%
225
-26
981
$6.66K ﹤0.01%
5
-1
982
$6.66K ﹤0.01%
82
983
$6.65K ﹤0.01%
50
984
$6.64K ﹤0.01%
43
985
$6.64K ﹤0.01%
698
-145
986
$6.64K ﹤0.01%
+139
987
$6.63K ﹤0.01%
56
988
$6.6K ﹤0.01%
225
989
$6.56K ﹤0.01%
52
+46
990
$6.55K ﹤0.01%
48
+17
991
$6.55K ﹤0.01%
170
-114
992
$6.55K ﹤0.01%
110
993
$6.52K ﹤0.01%
149
-84
994
$6.5K ﹤0.01%
82
-3
995
$6.5K ﹤0.01%
254
996
$6.48K ﹤0.01%
119
+30
997
$6.47K ﹤0.01%
42
998
$6.47K ﹤0.01%
73
-2
999
$6.44K ﹤0.01%
59
-1
1000
$6.43K ﹤0.01%
72
38 39
40
41 42