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
1751
$609 ﹤0.01%
23
+2
1752
$603 ﹤0.01%
7
1753
$602 ﹤0.01%
8
-1
1754
$599 ﹤0.01%
16
1755
$598 ﹤0.01%
17
1756
$597 ﹤0.01%
18
-9
1757
$594 ﹤0.01%
25
1758
$589 ﹤0.01%
45
1759
$584 ﹤0.01%
12
+10
1760
$575 ﹤0.01%
48
1761
$573 ﹤0.01%
12
+2
1762
$572 ﹤0.01%
27
1763
$572 ﹤0.01%
73
1764
$570 ﹤0.01%
10
1765
$570 ﹤0.01%
10
1766
$568 ﹤0.01%
9
1767
$562 ﹤0.01%
19
-159
1768
$561 ﹤0.01%
8
1769
$552 ﹤0.01%
46
1770
$548 ﹤0.01%
31
-97
1771
$546 ﹤0.01%
94
-112
1772
$546 ﹤0.01%
186
+87
1773
$545 ﹤0.01%
38
+4
1774
$539 ﹤0.01%
23
1775
$538 ﹤0.01%
250
69 70
71
72 73