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
1376
$2.41K ﹤0.01%
148
-4
1377
$2.41K ﹤0.01%
23
1378
$2.4K ﹤0.01%
39
-4
1379
$2.4K ﹤0.01%
52
1380
$2.37K ﹤0.01%
28
1381
$2.37K ﹤0.01%
43
1382
$2.37K ﹤0.01%
50
-4
1383
$2.37K ﹤0.01%
46
1384
$2.36K ﹤0.01%
93
+20
1385
$2.35K ﹤0.01%
31
-40
1386
$2.35K ﹤0.01%
10
-1
1387
$2.34K ﹤0.01%
82
1388
$2.33K ﹤0.01%
55
1389
$2.32K ﹤0.01%
58
+30
1390
$2.32K ﹤0.01%
14
1391
$2.3K ﹤0.01%
23
1392
$2.3K ﹤0.01%
7
1393
$2.29K ﹤0.01%
80
1394
$2.29K ﹤0.01%
71
1395
$2.28K ﹤0.01%
11
-5
1396
$2.28K ﹤0.01%
50
1397
$2.26K ﹤0.01%
45
+3
1398
$2.26K ﹤0.01%
11
1399
$2.26K ﹤0.01%
160
1400
$2.25K ﹤0.01%
62
+10
54 55
56
57 58