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
1151
$4.33K ﹤0.01%
133
1152
$4.31K ﹤0.01%
22
+15
1153
$4.31K ﹤0.01%
54
1154
$4.31K ﹤0.01%
27
1155
$4.28K ﹤0.01%
18
1156
$4.26K ﹤0.01%
13
+3
1157
$4.25K ﹤0.01%
195
1158
$4.25K ﹤0.01%
9
1159
$4.24K ﹤0.01%
21
1160
$4.24K ﹤0.01%
98
1161
$4.21K ﹤0.01%
20
1162
$4.2K ﹤0.01%
26
+10
1163
$4.18K ﹤0.01%
26
+11
1164
$4.17K ﹤0.01%
326
+23
1165
$4.15K ﹤0.01%
60
1166
$4.14K ﹤0.01%
62
-12
1167
$4.14K ﹤0.01%
52
1168
$4.14K ﹤0.01%
127
+1
1169
$4.13K ﹤0.01%
132
1170
$4.13K ﹤0.01%
119
+4
1171
$4.11K ﹤0.01%
58
1172
$4.1K ﹤0.01%
66
1173
$4.08K ﹤0.01%
33
1174
$4.08K ﹤0.01%
168
-24
1175
$4.07K ﹤0.01%
18
+10
45 46
47
48 49