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
526
$271K 0.01%
7,307
-1,165
527
$269K 0.01%
18,880
528
$268K 0.01%
7,451
+1,268
529
$266K 0.01%
13,300
+2,800
530
$265K 0.01%
+11,920
531
$265K 0.01%
+6,572
532
$264K 0.01%
11,177
+150
533
$263K 0.01%
44,513
+9,350
534
$258K 0.01%
3,793
+6
535
$258K 0.01%
10,265
+1,083
536
$258K 0.01%
8,283
+477
537
$258K 0.01%
+5,246
538
$258K 0.01%
5,600
+1,336
539
$257K 0.01%
+1,851
540
$257K 0.01%
8,056
+580
541
$257K 0.01%
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542
$256K 0.01%
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543
$256K 0.01%
8,600
+250
544
$255K 0.01%
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545
$254K 0.01%
4,353
-1,660
546
$253K 0.01%
+5,040
547
$251K 0.01%
11,961
+2,765
548
$251K 0.01%
3,800
-293
549
$249K 0.01%
13,370
+1,981
550
$249K 0.01%
+4,564
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