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
1051
$5.73K ﹤0.01%
135
1052
$5.71K ﹤0.01%
26
+1
1053
$5.71K ﹤0.01%
9
-1
1054
$5.68K ﹤0.01%
1,605
-425
1055
$5.67K ﹤0.01%
111
1056
$5.63K ﹤0.01%
54
1057
$5.57K ﹤0.01%
466
1058
$5.54K ﹤0.01%
150
1059
$5.54K ﹤0.01%
135
+1
1060
$5.52K ﹤0.01%
141
+37
1061
$5.52K ﹤0.01%
10
1062
$5.51K ﹤0.01%
73
+3
1063
$5.51K ﹤0.01%
77
+4
1064
$5.48K ﹤0.01%
+39
1065
$5.48K ﹤0.01%
399
-53
1066
$5.45K ﹤0.01%
47
-2
1067
$5.42K ﹤0.01%
45
+8
1068
$5.41K ﹤0.01%
327
1069
$5.39K ﹤0.01%
28
1070
$5.37K ﹤0.01%
100
1071
$5.34K ﹤0.01%
94
1072
$5.34K ﹤0.01%
115
1073
$5.32K ﹤0.01%
590
+1
1074
$5.3K ﹤0.01%
40
1075
$5.3K ﹤0.01%
154
41 42
43
44 45