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
1526
$1.58K ﹤0.01%
103
-35
1527
$1.58K ﹤0.01%
14
1528
$1.58K ﹤0.01%
65
-2
1529
$1.57K ﹤0.01%
63
1530
$1.57K ﹤0.01%
26
1531
$1.56K ﹤0.01%
73
+21
1532
$1.55K ﹤0.01%
40
+11
1533
$1.54K ﹤0.01%
25
-5
1534
$1.54K ﹤0.01%
41
1535
$1.54K ﹤0.01%
9
1536
$1.54K ﹤0.01%
11
1537
$1.54K ﹤0.01%
75
-13
1538
$1.53K ﹤0.01%
45
-19
1539
$1.51K ﹤0.01%
13
1540
$1.49K ﹤0.01%
25
+21
1541
$1.49K ﹤0.01%
34
1542
$1.49K ﹤0.01%
42
1543
$1.49K ﹤0.01%
102
-15
1544
$1.47K ﹤0.01%
16
1545
$1.47K ﹤0.01%
41
1546
$1.47K ﹤0.01%
37
1547
$1.47K ﹤0.01%
51
-9
1548
$1.47K ﹤0.01%
70
-13
1549
$1.47K ﹤0.01%
32
1550
$1.46K ﹤0.01%
15
+5
60 61
62
63 64