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
1226
$3.59K ﹤0.01%
44
1227
$3.59K ﹤0.01%
58
1228
$3.59K ﹤0.01%
120
-124
1229
$3.59K ﹤0.01%
39
+7
1230
$3.58K ﹤0.01%
58
-63
1231
$3.58K ﹤0.01%
272
+6
1232
$3.58K ﹤0.01%
79
1233
$3.57K ﹤0.01%
18
1234
$3.54K ﹤0.01%
58
-9
1235
$3.5K ﹤0.01%
165
+32
1236
$3.49K ﹤0.01%
36
1237
$3.47K ﹤0.01%
80
1238
$3.45K ﹤0.01%
50
-13
1239
$3.45K ﹤0.01%
103
+22
1240
$3.44K ﹤0.01%
44
1241
$3.44K ﹤0.01%
11
1242
$3.44K ﹤0.01%
+310
1243
$3.44K ﹤0.01%
18
1244
$3.42K ﹤0.01%
19
1245
$3.41K ﹤0.01%
22
1246
$3.41K ﹤0.01%
35
+17
1247
$3.39K ﹤0.01%
14
+3
1248
$3.39K ﹤0.01%
70
1249
$3.38K ﹤0.01%
29
1250
$3.37K ﹤0.01%
51
48 49
50
51 52