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
501
$325K 0.01%
18,545
-300
502
$321K 0.01%
3,840
+42
503
$315K 0.01%
+1,726
504
$311K 0.01%
6,654
+380
505
$308K 0.01%
16,292
+150
506
$308K 0.01%
15,000
507
$307K 0.01%
21,071
-7,827
508
$304K 0.01%
+4,012
509
$303K 0.01%
9,746
+1,264
510
$301K 0.01%
3,860
+211
511
$297K 0.01%
10,657
+1,510
512
$296K 0.01%
+3,546
513
$294K 0.01%
4,951
-151
514
$294K 0.01%
6,487
+17
515
$292K 0.01%
+16,925
516
$291K 0.01%
5,067
+1,300
517
$288K 0.01%
+9,027
518
$287K 0.01%
+3,856
519
$281K 0.01%
+8,215
520
$281K 0.01%
6,465
+441
521
$280K 0.01%
+3,583
522
$275K 0.01%
2,639
523
$275K 0.01%
16,308
524
$273K 0.01%
7,879
525
$272K 0.01%
13,585
+2,978
19 20
21
22 23