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
1101
$4.99K ﹤0.01%
328
1102
$4.99K ﹤0.01%
58
+26
1103
$4.97K ﹤0.01%
39
-2
1104
$4.96K ﹤0.01%
43
+33
1105
$4.95K ﹤0.01%
44
1106
$4.94K ﹤0.01%
76
1107
$4.94K ﹤0.01%
84
+41
1108
$4.88K ﹤0.01%
26
1109
$4.88K ﹤0.01%
224
-610
1110
$4.87K ﹤0.01%
38
1111
$4.87K ﹤0.01%
584
+210
1112
$4.86K ﹤0.01%
51
1113
$4.82K ﹤0.01%
25
1114
$4.81K ﹤0.01%
56
1115
$4.8K ﹤0.01%
163
1116
$4.78K ﹤0.01%
57
1117
$4.78K ﹤0.01%
239
1118
$4.76K ﹤0.01%
92
1119
$4.75K ﹤0.01%
56
1120
$4.75K ﹤0.01%
64
-2
1121
$4.75K ﹤0.01%
28
+3
1122
$4.73K ﹤0.01%
38
1123
$4.73K ﹤0.01%
104
1124
$4.72K ﹤0.01%
79
-14
1125
$4.72K ﹤0.01%
75
43 44
45
46 47