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
1576
$1.35K ﹤0.01%
22
+14
1577
$1.35K ﹤0.01%
20
1578
$1.34K ﹤0.01%
117
-20
1579
$1.34K ﹤0.01%
43
1580
$1.31K ﹤0.01%
21
1581
$1.31K ﹤0.01%
24
-11
1582
$1.31K ﹤0.01%
+55
1583
$1.31K ﹤0.01%
17
+4
1584
$1.3K ﹤0.01%
9
1585
$1.29K ﹤0.01%
9
+3
1586
$1.29K ﹤0.01%
26
1587
$1.29K ﹤0.01%
20
-9
1588
$1.28K ﹤0.01%
66
+26
1589
$1.28K ﹤0.01%
14
1590
$1.28K ﹤0.01%
58
1591
$1.27K ﹤0.01%
11
1592
$1.27K ﹤0.01%
33
-2
1593
$1.27K ﹤0.01%
59
1594
$1.27K ﹤0.01%
100
+3
1595
$1.26K ﹤0.01%
25
+1
1596
$1.26K ﹤0.01%
67
1597
$1.25K ﹤0.01%
45
1598
$1.25K ﹤0.01%
33
1599
$1.25K ﹤0.01%
52
+15
1600
$1.25K ﹤0.01%
54
62 63
64
65 66