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
1601
$1.24K ﹤0.01%
654
+3
1602
$1.23K ﹤0.01%
17
-7
1603
$1.23K ﹤0.01%
64
-30
1604
$1.23K ﹤0.01%
23
1605
$1.22K ﹤0.01%
71
-5
1606
$1.22K ﹤0.01%
33
+1
1607
$1.22K ﹤0.01%
23
1608
$1.22K ﹤0.01%
32
+10
1609
$1.21K ﹤0.01%
43
1610
$1.21K ﹤0.01%
8
1611
$1.2K ﹤0.01%
33
-15
1612
$1.2K ﹤0.01%
6
-3
1613
$1.19K ﹤0.01%
41
+21
1614
$1.19K ﹤0.01%
60
1615
$1.19K ﹤0.01%
32
+4
1616
$1.19K ﹤0.01%
94
-4
1617
$1.18K ﹤0.01%
245
-132
1618
$1.17K ﹤0.01%
52
1619
$1.16K ﹤0.01%
16
1620
$1.16K ﹤0.01%
57
-1
1621
$1.15K ﹤0.01%
41
+15
1622
$1.15K ﹤0.01%
44
-24
1623
$1.15K ﹤0.01%
20
+8
1624
$1.15K ﹤0.01%
19
1625
$1.15K ﹤0.01%
27
63 64
65
66 67