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
1176
$4.06K ﹤0.01%
502
1177
$4.06K ﹤0.01%
37
-7
1178
$4.05K ﹤0.01%
121
1179
$4.04K ﹤0.01%
248
+6
1180
$4K ﹤0.01%
+400
1181
$3.99K ﹤0.01%
118
-21
1182
$3.97K ﹤0.01%
69
1183
$3.96K ﹤0.01%
72
-9
1184
$3.96K ﹤0.01%
522
1185
$3.95K ﹤0.01%
29
-4
1186
$3.95K ﹤0.01%
11
1187
$3.94K ﹤0.01%
79
1188
$3.91K ﹤0.01%
12
1189
$3.87K ﹤0.01%
23
1190
$3.86K ﹤0.01%
40
1191
$3.85K ﹤0.01%
79
1192
$3.85K ﹤0.01%
91
+11
1193
$3.85K ﹤0.01%
154
1194
$3.85K ﹤0.01%
36
1195
$3.84K ﹤0.01%
149
1196
$3.84K ﹤0.01%
22
1197
$3.84K ﹤0.01%
18
1198
$3.84K ﹤0.01%
131
1199
$3.83K ﹤0.01%
44
1200
$3.82K ﹤0.01%
96
-38
46 47
48
49 50