JWA

JFS Wealth Advisors Portfolio holdings

AUM $1.57B
1-Year Est. Return 12.18%
This Quarter Est. Return
1 Year Est. Return
+12.18%
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
101
$1.23M 0.1%
1,682
-33
102
$1.2M 0.1%
9,116
+7,407
103
$1.19M 0.09%
4,082
+15
104
$1.17M 0.09%
27,396
+8,534
105
$1.15M 0.09%
16,306
+8
106
$1.15M 0.09%
2,399
+25
107
$1.15M 0.09%
12,740
-330
108
$1.11M 0.09%
30,626
-200
109
$1.1M 0.09%
12,772
-998
110
$1.09M 0.09%
26,780
111
$1.06M 0.08%
5,296
-303
112
$1.05M 0.08%
1,879
+778
113
$1.03M 0.08%
1,583
+19
114
$1.02M 0.08%
2,106
+80
115
$1.02M 0.08%
6,034
+5,175
116
$1M 0.08%
3,936
+71
117
$988K 0.08%
11,395
+11,316
118
$952K 0.08%
7,257
-300
119
$947K 0.08%
10,469
120
$946K 0.08%
16,318
+34
121
$942K 0.07%
70,902
+1,683
122
$931K 0.07%
2,267
+17
123
$873K 0.07%
+9,200
124
$864K 0.07%
4,198
+526
125
$846K 0.07%
14,052
+297
3 4
5
6 7