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
1351
$2.56K ﹤0.01%
183
1352
$2.56K ﹤0.01%
321
-65
1353
$2.56K ﹤0.01%
80
+2
1354
$2.55K ﹤0.01%
41
1355
$2.55K ﹤0.01%
8
1356
$2.55K ﹤0.01%
89
-4
1357
$2.54K ﹤0.01%
98
1358
$2.54K ﹤0.01%
22
1359
$2.54K ﹤0.01%
13
+1
1360
$2.52K ﹤0.01%
21
1361
$2.52K ﹤0.01%
34
1362
$2.51K ﹤0.01%
96
1363
$2.5K ﹤0.01%
38
+22
1364
$2.5K ﹤0.01%
17
1365
$2.49K ﹤0.01%
56
+11
1366
$2.49K ﹤0.01%
91
-39
1367
$2.48K ﹤0.01%
39
-32
1368
$2.47K ﹤0.01%
44
1369
$2.47K ﹤0.01%
20
1370
$2.46K ﹤0.01%
28
1371
$2.46K ﹤0.01%
69
1372
$2.43K ﹤0.01%
36
1373
$2.42K ﹤0.01%
32
1374
$2.42K ﹤0.01%
17
1375
$2.42K ﹤0.01%
72
53 54
55
56 57