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
1126
$4.71K ﹤0.01%
36
+7
1127
$4.71K ﹤0.01%
100
-5
1128
$4.69K ﹤0.01%
62
-9
1129
$4.67K ﹤0.01%
+83
1130
$4.67K ﹤0.01%
+155
1131
$4.63K ﹤0.01%
237
-37
1132
$4.62K ﹤0.01%
41
-5
1133
$4.6K ﹤0.01%
92
+27
1134
$4.59K ﹤0.01%
32
1135
$4.58K ﹤0.01%
76
1136
$4.58K ﹤0.01%
90
+74
1137
$4.56K ﹤0.01%
37
1138
$4.51K ﹤0.01%
61
-15
1139
$4.49K ﹤0.01%
154
-13
1140
$4.48K ﹤0.01%
731
1141
$4.47K ﹤0.01%
74
-12
1142
$4.46K ﹤0.01%
52
1143
$4.46K ﹤0.01%
21
1144
$4.43K ﹤0.01%
48
1145
$4.4K ﹤0.01%
220
1146
$4.39K ﹤0.01%
7
1147
$4.39K ﹤0.01%
36
-8
1148
$4.37K ﹤0.01%
85
1149
$4.37K ﹤0.01%
43
1150
$4.37K ﹤0.01%
184
44 45
46
47 48