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
1826
$393 ﹤0.01%
16
-4
1827
$387 ﹤0.01%
27
+21
1828
$385 ﹤0.01%
24
1829
$382 ﹤0.01%
24
1830
$382 ﹤0.01%
12
1831
$381 ﹤0.01%
4
+2
1832
$380 ﹤0.01%
31
+2
1833
$379 ﹤0.01%
13
+4
1834
$377 ﹤0.01%
6
-196
1835
$374 ﹤0.01%
20
1836
$368 ﹤0.01%
8
+1
1837
$367 ﹤0.01%
11
+2
1838
$365 ﹤0.01%
29
1839
$362 ﹤0.01%
39
-31
1840
$361 ﹤0.01%
7
1841
$356 ﹤0.01%
2
1842
$353 ﹤0.01%
7
+1
1843
$351 ﹤0.01%
25
-3
1844
$345 ﹤0.01%
8
+6
1845
$331 ﹤0.01%
24
-37
1846
$330 ﹤0.01%
29
1847
$330 ﹤0.01%
2
1848
$329 ﹤0.01%
6
1849
$326 ﹤0.01%
9
1850
$325 ﹤0.01%
8
72 73
74
75 76