JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Return
24.25%
This Quarter Return
+6.53%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$4.41B
AUM Growth
+$356M
(+8.8%)
Cap. Flow
+$135M
Cap. Flow
% of AUM
3.06%
Top 10 Holdings %
Top 10 Hldgs %
18.65%
Holding
684
New
60
Increased
326
Reduced
204
Closed
47
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$17.9M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$12.9M |
| 3 |
Amgen
AMGN
|
$12.1M |
| 4 |
CS
Credit Suisse Group
CS
|
$8.88M |
| 5 |
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
|
$8.14M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$18.5M |
| 2 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$11.8M |
| 3 |
Eli Lilly
LLY
|
$10.5M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$10.4M |
| 5 |
Intuitive Surgical
ISRG
|
$8.61M |
Sector Composition
| 1 | Technology | 12.27% |
| 2 | Energy | 11.03% |
| 3 | Healthcare | 10.64% |
| 4 | Industrials | 9.75% |
| 5 | Financials | 9.6% |
