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
1301
$2.98K ﹤0.01%
138
+17
1302
$2.96K ﹤0.01%
31
-6
1303
$2.96K ﹤0.01%
32
-8
1304
$2.94K ﹤0.01%
18
1305
$2.92K ﹤0.01%
36
-7
1306
$2.89K ﹤0.01%
166
1307
$2.88K ﹤0.01%
27
1308
$2.86K ﹤0.01%
142
+48
1309
$2.85K ﹤0.01%
43
+1
1310
$2.84K ﹤0.01%
254
+10
1311
$2.83K ﹤0.01%
125
-3
1312
$2.81K ﹤0.01%
20
1313
$2.81K ﹤0.01%
33
1314
$2.8K ﹤0.01%
30
+1
1315
$2.8K ﹤0.01%
36
+5
1316
$2.79K ﹤0.01%
65
+23
1317
$2.79K ﹤0.01%
61
1318
$2.78K ﹤0.01%
77
+10
1319
$2.78K ﹤0.01%
86
1320
$2.78K ﹤0.01%
22
+2
1321
$2.77K ﹤0.01%
111
1322
$2.77K ﹤0.01%
15
1323
$2.77K ﹤0.01%
8
+2
1324
$2.77K ﹤0.01%
49
+10
1325
$2.76K ﹤0.01%
69
51 52
53
54 55