JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
1-Year Return
24.25%
This Quarter Return
+4.69%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$10.7B
AUM Growth
+$435M
(+4.2%)
Cap. Flow
+$69.5M
Cap. Flow
% of AUM
0.65%
Top 10 Holdings %
Top 10 Hldgs %
19.82%
Holding
1,326
New
75
Increased
507
Reduced
521
Closed
101
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$32.2M |
| 2 |
Bank of America
BAC
|
$26.6M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$20.8M |
| 4 |
Citigroup
C
|
$20.8M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$15.7M |
Top Sells
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$60.5M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$22M |
| 3 |
iShares Europe ETF
IEV
|
$21.2M |
| 4 |
Wells Fargo
WFC
|
$19.1M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$11.6M |
Sector Composition
| 1 | Technology | 12.5% |
| 2 | Healthcare | 11.96% |
| 3 | Financials | 10.55% |
| 4 | Industrials | 7.85% |
| 5 | Consumer Staples | 6.75% |
