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
1501
$1.72K ﹤0.01%
11
-3
1502
$1.71K ﹤0.01%
96
-45
1503
$1.71K ﹤0.01%
272
-29
1504
$1.7K ﹤0.01%
52
-1
1505
$1.68K ﹤0.01%
226
+4
1506
$1.68K ﹤0.01%
101
-13
1507
$1.67K ﹤0.01%
260
1508
$1.67K ﹤0.01%
19
+1
1509
$1.67K ﹤0.01%
56
1510
$1.67K ﹤0.01%
16
1511
$1.66K ﹤0.01%
32
1512
$1.66K ﹤0.01%
58
1513
$1.66K ﹤0.01%
25
1514
$1.65K ﹤0.01%
7
+3
1515
$1.65K ﹤0.01%
29
1516
$1.64K ﹤0.01%
27
1517
$1.64K ﹤0.01%
31
+4
1518
$1.63K ﹤0.01%
29
+1
1519
$1.62K ﹤0.01%
46
1520
$1.6K ﹤0.01%
46
+24
1521
$1.6K ﹤0.01%
30
1522
$1.6K ﹤0.01%
433
-203
1523
$1.59K ﹤0.01%
23
+2
1524
$1.59K ﹤0.01%
11
-1
1525
$1.59K ﹤0.01%
17
-6
59 60
61
62 63