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
1276
$3.16K ﹤0.01%
36
1277
$3.16K ﹤0.01%
49
1278
$3.15K ﹤0.01%
18
1279
$3.14K ﹤0.01%
163
+25
1280
$3.14K ﹤0.01%
21
+6
1281
$3.13K ﹤0.01%
9
+2
1282
$3.13K ﹤0.01%
518
1283
$3.13K ﹤0.01%
186
1284
$3.12K ﹤0.01%
41
-1
1285
$3.1K ﹤0.01%
222
1286
$3.1K ﹤0.01%
34
1287
$3.09K ﹤0.01%
68
1288
$3.08K ﹤0.01%
16
1289
$3.08K ﹤0.01%
19
1290
$3.07K ﹤0.01%
37
+3
1291
$3.06K ﹤0.01%
53
1292
$3.05K ﹤0.01%
42
1293
$3.01K ﹤0.01%
30
+1
1294
$3.01K ﹤0.01%
105
-7
1295
$3K ﹤0.01%
70
-3
1296
$3K ﹤0.01%
18
-2
1297
$2.99K ﹤0.01%
25
1298
$2.98K ﹤0.01%
121
+4
1299
$2.98K ﹤0.01%
139
1300
$2.98K ﹤0.01%
43
+9
50 51
52
53 54