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
1651
$1.04K ﹤0.01%
45
+1
1652
$1.03K ﹤0.01%
50
-12
1653
$1.03K ﹤0.01%
21
1654
$1.02K ﹤0.01%
28
-13
1655
$1.02K ﹤0.01%
28
1656
$1.01K ﹤0.01%
29
+8
1657
$1.01K ﹤0.01%
21
+17
1658
$1.01K ﹤0.01%
12
1659
$1K ﹤0.01%
9
-3
1660
$999 ﹤0.01%
16
1661
$998 ﹤0.01%
45
1662
$997 ﹤0.01%
24
1663
$990 ﹤0.01%
210
-175
1664
$980 ﹤0.01%
8
-18
1665
$974 ﹤0.01%
27
1666
$969 ﹤0.01%
26
1667
$968 ﹤0.01%
19
+7
1668
$966 ﹤0.01%
9
1669
$965 ﹤0.01%
87
+23
1670
$963 ﹤0.01%
14
-6
1671
$958 ﹤0.01%
29
1672
$956 ﹤0.01%
12
1673
$954 ﹤0.01%
95
+50
1674
$952 ﹤0.01%
10
1675
$942 ﹤0.01%
12
65 66
67
68 69