JPMPWA
J.P. Morgan Private Wealth Advisors Portfolio holdings
AUM
$35B
This Quarter Return
+4.15%
1 Year Return
+24.25%
3 Year Return
+44.76%
5 Year Return
+83.01%
10 Year Return
+248.9%
AUM
$17.9B
AUM Growth
+$17.9B
(+21%)
Cap. Flow
+$2.6B
Cap. Flow
% of AUM
14.55%
Top 10 Holdings %
Top 10 Hldgs %
22.07%
Holding
1,577
New
290
Increased
724
Reduced
354
Closed
106
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$135M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$111M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$109M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$104M |
| 5 |
Broadcom
AVGO
|
$83.9M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$55.5M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$38.5M |
| 3 |
iShares S&P 100 ETF
OEF
|
$18.3M |
| 4 |
General Motors
GM
|
$16.3M |
| 5 |
GE Aerospace
GE
|
$13M |
Sector Composition
| 1 | Technology | 12.87% |
| 2 | Financials | 10.39% |
| 3 | Healthcare | 8.93% |
| 4 | Communication Services | 5.69% |
| 5 | Industrials | 5.61% |
