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
401
$601K 0.01%
8,099
402
$599K 0.01%
23,072
-32
403
$597K 0.01%
11,825
404
$597K 0.01%
7,200
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405
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+20
406
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55,000
-1,250
407
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7,189
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408
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9,554
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409
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6,104
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410
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13,280
-125,784
411
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15,236
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412
$565K 0.01%
12,004
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413
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9,010
-2,236
414
$565K 0.01%
7,721
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415
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416
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417
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14,290
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418
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419
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8,302
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420
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421
$549K 0.01%
15,751
+4,364
422
$545K 0.01%
4,524
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423
$542K 0.01%
11,200
424
$535K 0.01%
8,473
+46
425
$530K 0.01%
13,594
+138
15 16
17
18 19