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
1326
$2.75K ﹤0.01%
158
+10
1327
$2.75K ﹤0.01%
555
1328
$2.73K ﹤0.01%
340
+226
1329
$2.72K ﹤0.01%
32
1330
$2.72K ﹤0.01%
28
1331
$2.72K ﹤0.01%
24
1332
$2.71K ﹤0.01%
21
1333
$2.71K ﹤0.01%
230
-52
1334
$2.7K ﹤0.01%
85
+13
1335
$2.69K ﹤0.01%
50
1336
$2.69K ﹤0.01%
8
1337
$2.68K ﹤0.01%
29
1338
$2.67K ﹤0.01%
35
1339
$2.66K ﹤0.01%
127
-32
1340
$2.65K ﹤0.01%
28
-1
1341
$2.64K ﹤0.01%
+72
1342
$2.63K ﹤0.01%
20
+1
1343
$2.63K ﹤0.01%
59
1344
$2.63K ﹤0.01%
51
1345
$2.62K ﹤0.01%
65
-10
1346
$2.58K ﹤0.01%
+31
1347
$2.58K ﹤0.01%
15
-2
1348
$2.58K ﹤0.01%
14
+6
1349
$2.56K ﹤0.01%
108
+78
1350
$2.56K ﹤0.01%
69
52 53
54
55 56