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
1626
$1.14K ﹤0.01%
109
1627
$1.14K ﹤0.01%
33
+9
1628
$1.13K ﹤0.01%
17
+9
1629
$1.13K ﹤0.01%
25
1630
$1.13K ﹤0.01%
18
-2
1631
$1.12K ﹤0.01%
114
+48
1632
$1.12K ﹤0.01%
20
1633
$1.12K ﹤0.01%
5
1634
$1.11K ﹤0.01%
13
+1
1635
$1.11K ﹤0.01%
110
+3
1636
$1.11K ﹤0.01%
31
-11
1637
$1.1K ﹤0.01%
24
+8
1638
$1.09K ﹤0.01%
21
-11
1639
$1.09K ﹤0.01%
15
1640
$1.09K ﹤0.01%
34
+1
1641
$1.08K ﹤0.01%
22
1642
$1.07K ﹤0.01%
85
-490
1643
$1.07K ﹤0.01%
6
-16
1644
$1.06K ﹤0.01%
15
1645
$1.05K ﹤0.01%
65
1646
$1.05K ﹤0.01%
38
+1
1647
$1.05K ﹤0.01%
21
-1
1648
$1.05K ﹤0.01%
26
1649
$1.04K ﹤0.01%
23
1650
$1.04K ﹤0.01%
69
64 65
66
67 68