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
1551
$1.46K ﹤0.01%
13
-8
1552
$1.45K ﹤0.01%
64
-12
1553
$1.45K ﹤0.01%
9
1554
$1.44K ﹤0.01%
9
1555
$1.44K ﹤0.01%
81
1556
$1.44K ﹤0.01%
27
1557
$1.43K ﹤0.01%
20
1558
$1.43K ﹤0.01%
20
-7
1559
$1.42K ﹤0.01%
17
-3
1560
$1.42K ﹤0.01%
70
1561
$1.42K ﹤0.01%
211
-3
1562
$1.42K ﹤0.01%
30
+1
1563
$1.42K ﹤0.01%
18
-4
1564
$1.41K ﹤0.01%
38
1565
$1.41K ﹤0.01%
125
1566
$1.4K ﹤0.01%
41
+7
1567
$1.4K ﹤0.01%
81
1568
$1.38K ﹤0.01%
35
-9
1569
$1.38K ﹤0.01%
28
1570
$1.38K ﹤0.01%
+400
1571
$1.38K ﹤0.01%
36
1572
$1.37K ﹤0.01%
91
+19
1573
$1.37K ﹤0.01%
39
1574
$1.36K ﹤0.01%
74
-5
1575
$1.35K ﹤0.01%
15
+8
61 62
63
64 65