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
1426
$2.07K ﹤0.01%
15
1427
$2.06K ﹤0.01%
9
1428
$2.04K ﹤0.01%
29
-8
1429
$2.04K ﹤0.01%
20
1430
$2.04K ﹤0.01%
249
+132
1431
$2.03K ﹤0.01%
22
-1
1432
$2.03K ﹤0.01%
8
1433
$2.03K ﹤0.01%
61
+18
1434
$2.02K ﹤0.01%
59
1435
$2.02K ﹤0.01%
107
-33
1436
$2.01K ﹤0.01%
25
1437
$2K ﹤0.01%
5
1438
$2K ﹤0.01%
22
+2
1439
$2K ﹤0.01%
115
+25
1440
$1.99K ﹤0.01%
49
-9
1441
$1.99K ﹤0.01%
72
1442
$1.99K ﹤0.01%
46
1443
$1.99K ﹤0.01%
71
1444
$1.99K ﹤0.01%
23
+6
1445
$1.98K ﹤0.01%
12
-10
1446
$1.98K ﹤0.01%
20
1447
$1.98K ﹤0.01%
53
1448
$1.97K ﹤0.01%
16
1449
$1.97K ﹤0.01%
90
1450
$1.96K ﹤0.01%
235
+12
56 57
58
59 60