JPMPWA

J.P. Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.6B
AUM Growth
+$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,655
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$61.1M
3
+$49.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$31.9M
5
UNH icon
UnitedHealth
UNH
+$31.3M

Top Sells

1
+$60.6M
2
+$29.5M
3
+$19.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$18.2M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$14.6M

Sector Composition

1 Technology 19.24%
2 Healthcare 9.91%
3 Financials 8.36%
4 Consumer Discretionary 7.58%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.25B 4.88%
10,800,017
-165,719
2
$1.15B 4.49%
3,436,597
+286,255
3
$864M 3.37%
4,108,722
+290,357
4
$631M 2.46%
4,006,580
+172,600
5
$567M 2.21%
1,844,380
+54,427
6
$418M 1.63%
1,242,940
+26,368
7
$389M 1.52%
1,398,929
-16,363
8
$346M 1.35%
1,593,150
+124,498
9
$316M 1.23%
4,310,200
+135,840
10
$302M 1.18%
1,615,304
-29,177
11
$293M 1.14%
1,465,402
+51,456
12
$293M 1.14%
2,275,189
+14,410
13
$274M 1.07%
1,045,487
+46,586
14
$242M 0.94%
2,516,579
+215,771
15
$229M 0.89%
467,489
+39,280
16
$223M 0.87%
801,359
+47,718
17
$222M 0.87%
16,432,680
+3,671,320
18
$211M 0.82%
1,079,004
+138
19
$204M 0.79%
1,464,199
+2,618
20
$195M 0.76%
1,938,551
-13,887
21
$194M 0.76%
1,402,640
+41,939
22
$194M 0.76%
1,566,774
+51,447
23
$185M 0.72%
1,242,614
+41,639
24
$184M 0.72%
590,393
+100,236
25
$183M 0.71%
929,502
+74,537
1
2 3 4 5