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
451
$457K 0.01%
37,000
452
$454K 0.01%
14,506
+1,141
453
$452K 0.01%
5,861
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454
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$443K 0.01%
20,004
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456
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51,150
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457
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26,232
458
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11,263
459
$422K 0.01%
18,195
460
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461
$418K 0.01%
+7,388
462
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9,569
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463
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16,784
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465
$403K 0.01%
6,698
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466
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469
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9,423
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470
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471
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7,667
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472
$382K 0.01%
8,020
473
$382K 0.01%
6,390
+1,321
474
$380K 0.01%
9,900
-400
475
$379K 0.01%
5,507
+181
17 18
19
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