JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
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 Select Equal Weight ETF
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
626
$69K ﹤0.01%
2,177
-240
627
$66K ﹤0.01%
10,000
628
$64K ﹤0.01%
+12,350
629
$52K ﹤0.01%
3,750
630
$37K ﹤0.01%
12,417
+45
631
$35K ﹤0.01%
+29,000
632
$27K ﹤0.01%
+2,013
633
$25K ﹤0.01%
42,000
634
$19K ﹤0.01%
192
-38
635
$13K ﹤0.01%
10,000
636
$8K ﹤0.01%
1,000
637
– –
-46,100
638
– –
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639
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640
– –
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641
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642
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644
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646
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647
– –
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648
– –
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649
– –
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650
– –
-6,270
24 25
26
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