JMPWA

JP 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
$4.41B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$12.9M
3
+$12.1M
4
CS
Credit Suisse Group
CS
+$8.88M
5
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$8.14M

Top Sells

1
+$18.5M
2
+$11.8M
3
+$10.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.4M
5
ISRG icon
Intuitive Surgical
ISRG
+$8.61M

Sector Composition

1 Technology 12.27%
2 Energy 11.03%
3 Healthcare 10.64%
4 Industrials 9.74%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$733K 0.02%
12,096
-230
377
$731K 0.02%
75,000
+10,000
378
$728K 0.02%
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381
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382
$712K 0.02%
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384
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677
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386
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8,851
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14,611
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389
$668K 0.02%
+26,692
390
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393
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8,201
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395
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19,552
-67,259
396
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11,451
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397
$608K 0.01%
15,760
-630
398
$608K 0.01%
61,121
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399
$606K 0.01%
9,145
-427
400
$605K 0.01%
56,871
+10,183
14 15
16
17 18