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
551
$247K 0.01%
+5,074
552
$240K 0.01%
10,181
-108,890
553
$240K 0.01%
117,850
-4,100
554
$240K 0.01%
2,088
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555
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+4,266
556
$239K 0.01%
+7,325
557
$237K 0.01%
20,193
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558
$236K 0.01%
3,979
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559
$235K 0.01%
+4,642
560
$235K 0.01%
5,833
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561
$235K 0.01%
+7,025
562
$234K 0.01%
+2,194
563
$232K 0.01%
5,620
564
$232K 0.01%
9,746
-12,500
565
$231K 0.01%
3,834
566
$231K 0.01%
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$230K 0.01%
592,280
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$228K 0.01%
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$227K 0.01%
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571
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572
$224K 0.01%
+2,898
573
$224K 0.01%
+18,041
574
$224K 0.01%
+15,268
575
$223K 0.01%
4,442
-6,028
21 22
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