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
1001
$6.43K ﹤0.01%
130
1002
$6.42K ﹤0.01%
61
-21
1003
$6.42K ﹤0.01%
10
1004
$6.42K ﹤0.01%
81
1005
$6.42K ﹤0.01%
70
-10
1006
$6.41K ﹤0.01%
999
+2
1007
$6.39K ﹤0.01%
59
1008
$6.38K ﹤0.01%
130
-1
1009
$6.38K ﹤0.01%
103
1010
$6.36K ﹤0.01%
51
1011
$6.34K ﹤0.01%
26
1012
$6.34K ﹤0.01%
80
-8
1013
$6.34K ﹤0.01%
108
+21
1014
$6.33K ﹤0.01%
56
1015
$6.32K ﹤0.01%
175
1016
$6.31K ﹤0.01%
449
-175
1017
$6.3K ﹤0.01%
125
-12
1018
$6.29K ﹤0.01%
+231
1019
$6.29K ﹤0.01%
91
+4
1020
$6.28K ﹤0.01%
33
1021
$6.26K ﹤0.01%
74
-93
1022
$6.26K ﹤0.01%
177
+53
1023
$6.24K ﹤0.01%
45
-641
1024
$6.22K ﹤0.01%
20
1025
$6.2K ﹤0.01%
59
39 40
41
42 43