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
1201
$3.81K ﹤0.01%
28
-2
1202
$3.8K ﹤0.01%
71
1203
$3.8K ﹤0.01%
13
1204
$3.79K ﹤0.01%
71
+35
1205
$3.74K ﹤0.01%
84
1206
$3.73K ﹤0.01%
30
1207
$3.72K ﹤0.01%
63
1208
$3.72K ﹤0.01%
51
1209
$3.71K ﹤0.01%
108
-129
1210
$3.71K ﹤0.01%
128
-5
1211
$3.71K ﹤0.01%
187
1212
$3.7K ﹤0.01%
37
1213
$3.7K ﹤0.01%
42
1214
$3.69K ﹤0.01%
56
1215
$3.68K ﹤0.01%
39
1216
$3.68K ﹤0.01%
14
1217
$3.66K ﹤0.01%
10
1218
$3.66K ﹤0.01%
52
+20
1219
$3.65K ﹤0.01%
126
1220
$3.64K ﹤0.01%
75
-3
1221
$3.64K ﹤0.01%
47
1222
$3.64K ﹤0.01%
99
-5
1223
$3.63K ﹤0.01%
884
-60
1224
$3.62K ﹤0.01%
110
1225
$3.59K ﹤0.01%
64
47 48
49
50 51