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
1251
$3.36K ﹤0.01%
129
+93
1252
$3.35K ﹤0.01%
58
1253
$3.35K ﹤0.01%
40
-2
1254
$3.34K ﹤0.01%
86
1255
$3.33K ﹤0.01%
39
1256
$3.32K ﹤0.01%
+282
1257
$3.31K ﹤0.01%
10
1258
$3.3K ﹤0.01%
30
+6
1259
$3.29K ﹤0.01%
99
+11
1260
$3.29K ﹤0.01%
300
+7
1261
$3.28K ﹤0.01%
183
-104
1262
$3.28K ﹤0.01%
78
-17
1263
$3.27K ﹤0.01%
72
1264
$3.26K ﹤0.01%
724
+87
1265
$3.25K ﹤0.01%
14
+4
1266
$3.24K ﹤0.01%
60
1267
$3.23K ﹤0.01%
94
-18
1268
$3.22K ﹤0.01%
167
-3
1269
$3.21K ﹤0.01%
33
1270
$3.21K ﹤0.01%
56
+1
1271
$3.2K ﹤0.01%
135
1272
$3.2K ﹤0.01%
62
-15
1273
$3.19K ﹤0.01%
29
1274
$3.19K ﹤0.01%
48
+1
1275
$3.18K ﹤0.01%
52
+3
49 50
51
52 53