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
1726
$727 ﹤0.01%
11
1727
$721 ﹤0.01%
28
1728
$703 ﹤0.01%
15
1729
$700 ﹤0.01%
35
1730
$698 ﹤0.01%
13
-37
1731
$689 ﹤0.01%
35
-178
1732
$685 ﹤0.01%
10
+2
1733
$681 ﹤0.01%
61
1734
$678 ﹤0.01%
31
+1
1735
$674 ﹤0.01%
52
+3
1736
$659 ﹤0.01%
11
1737
$659 ﹤0.01%
17
1738
$654 ﹤0.01%
208
1739
$653 ﹤0.01%
114
1740
$650 ﹤0.01%
17
1741
$648 ﹤0.01%
24
1742
$630 ﹤0.01%
19
1743
$625 ﹤0.01%
12
1744
$623 ﹤0.01%
11
-7
1745
$620 ﹤0.01%
42
-20
1746
$619 ﹤0.01%
42
+1
1747
$616 ﹤0.01%
88
+3
1748
$614 ﹤0.01%
4
-1
1749
$614 ﹤0.01%
21
1750
$609 ﹤0.01%
2
68 69
70
71 72