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
1476
$1.85K ﹤0.01%
16
+14
1477
$1.85K ﹤0.01%
39
+32
1478
$1.84K ﹤0.01%
14
1479
$1.84K ﹤0.01%
56
+19
1480
$1.83K ﹤0.01%
19
1481
$1.83K ﹤0.01%
19
+12
1482
$1.83K ﹤0.01%
17
+5
1483
$1.82K ﹤0.01%
18
1484
$1.79K ﹤0.01%
38
1485
$1.79K ﹤0.01%
68
1486
$1.79K ﹤0.01%
71
1487
$1.79K ﹤0.01%
21
+6
1488
$1.78K ﹤0.01%
17
-3
1489
$1.78K ﹤0.01%
60
1490
$1.77K ﹤0.01%
72
1491
$1.77K ﹤0.01%
238
+111
1492
$1.76K ﹤0.01%
27
1493
$1.76K ﹤0.01%
27
+4
1494
$1.75K ﹤0.01%
14
1495
$1.75K ﹤0.01%
109
1496
$1.74K ﹤0.01%
3
1497
$1.74K ﹤0.01%
10
-3
1498
$1.73K ﹤0.01%
63
1499
$1.73K ﹤0.01%
14
1500
$1.73K ﹤0.01%
12
+3
58 59
60
61 62