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
1401
$2.25K ﹤0.01%
26
1402
$2.24K ﹤0.01%
33
1403
$2.23K ﹤0.01%
63
1404
$2.22K ﹤0.01%
52
1405
$2.22K ﹤0.01%
62
+27
1406
$2.21K ﹤0.01%
57
-12
1407
$2.2K ﹤0.01%
124
1408
$2.19K ﹤0.01%
42
-3
1409
$2.19K ﹤0.01%
10
-6
1410
$2.19K ﹤0.01%
765
-270
1411
$2.18K ﹤0.01%
72
-3
1412
$2.18K ﹤0.01%
18
+2
1413
$2.18K ﹤0.01%
23
1414
$2.17K ﹤0.01%
33
1415
$2.16K ﹤0.01%
51
-1
1416
$2.16K ﹤0.01%
26
+5
1417
$2.14K ﹤0.01%
20
1418
$2.13K ﹤0.01%
36
1419
$2.13K ﹤0.01%
34
-10
1420
$2.13K ﹤0.01%
23
+10
1421
$2.11K ﹤0.01%
96
1422
$2.11K ﹤0.01%
94
+42
1423
$2.08K ﹤0.01%
20
1424
$2.07K ﹤0.01%
22
1425
$2.07K ﹤0.01%
24
55 56
57
58 59