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
1026
$6.2K ﹤0.01%
71
1027
$6.16K ﹤0.01%
34
1028
$6.13K ﹤0.01%
40
1029
$6.13K ﹤0.01%
69
1030
$6.13K ﹤0.01%
58
+2
1031
$6.12K ﹤0.01%
77
+4
1032
$6.08K ﹤0.01%
44
+11
1033
$6.07K ﹤0.01%
106
-22
1034
$6.06K ﹤0.01%
167
-18
1035
$6.06K ﹤0.01%
57
1036
$6.05K ﹤0.01%
143
1037
$6.01K ﹤0.01%
64
+15
1038
$5.99K ﹤0.01%
33
-1
1039
$5.98K ﹤0.01%
479
1040
$5.94K ﹤0.01%
667
-220
1041
$5.93K ﹤0.01%
110
1042
$5.92K ﹤0.01%
70
1043
$5.86K ﹤0.01%
+89
1044
$5.86K ﹤0.01%
135
-30
1045
$5.81K ﹤0.01%
70
1046
$5.77K ﹤0.01%
43
1047
$5.76K ﹤0.01%
346
+62
1048
$5.74K ﹤0.01%
309
1049
$5.73K ﹤0.01%
22
+6
1050
$5.73K ﹤0.01%
29
40 41
42
43 44