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
1076
$5.28K ﹤0.01%
2,048
+1,000
1077
$5.28K ﹤0.01%
318
+49
1078
$5.27K ﹤0.01%
87
1079
$5.26K ﹤0.01%
134
1080
$5.25K ﹤0.01%
50
-6
1081
$5.24K ﹤0.01%
770
+173
1082
$5.22K ﹤0.01%
68
+18
1083
$5.2K ﹤0.01%
63
1084
$5.2K ﹤0.01%
47
1085
$5.16K ﹤0.01%
175
-78
1086
$5.15K ﹤0.01%
148
1087
$5.13K ﹤0.01%
115
1088
$5.1K ﹤0.01%
27
1089
$5.1K ﹤0.01%
12
1090
$5.09K ﹤0.01%
80
1091
$5.08K ﹤0.01%
183
1092
$5.07K ﹤0.01%
79
1093
$5.05K ﹤0.01%
183
1094
$5.04K ﹤0.01%
102
1095
$5.03K ﹤0.01%
969
1096
$5.03K ﹤0.01%
130
1097
$5.03K ﹤0.01%
30
+1
1098
$5.01K ﹤0.01%
41
-9
1099
$5.01K ﹤0.01%
48
1100
$5.01K ﹤0.01%
67
-14
42 43
44
45 46