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
1451
$1.96K ﹤0.01%
26
1452
$1.95K ﹤0.01%
21
-6
1453
$1.95K ﹤0.01%
784
-846
1454
$1.93K ﹤0.01%
23
+2
1455
$1.93K ﹤0.01%
68
-11
1456
$1.92K ﹤0.01%
86
-6
1457
$1.92K ﹤0.01%
30
1458
$1.92K ﹤0.01%
107
+4
1459
$1.91K ﹤0.01%
33
1460
$1.91K ﹤0.01%
78
1461
$1.91K ﹤0.01%
44
+27
1462
$1.91K ﹤0.01%
244
-155
1463
$1.9K ﹤0.01%
63
+20
1464
$1.89K ﹤0.01%
7
1465
$1.89K ﹤0.01%
45
-10
1466
$1.88K ﹤0.01%
32
1467
$1.88K ﹤0.01%
51
1468
$1.88K ﹤0.01%
57
+10
1469
$1.87K ﹤0.01%
21
1470
$1.87K ﹤0.01%
48
-1
1471
$1.86K ﹤0.01%
90
-10
1472
$1.86K ﹤0.01%
37
1473
$1.86K ﹤0.01%
11
1474
$1.86K ﹤0.01%
60
1475
$1.85K ﹤0.01%
324
57 58
59
60 61