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
626
$78K ﹤0.01%
4
627
$69K ﹤0.01%
2,177
-240
628
$66K ﹤0.01%
10,000
629
$64K ﹤0.01%
+12,350
630
$52K ﹤0.01%
3,750
631
$37K ﹤0.01%
12,417
+45
632
$35K ﹤0.01%
+29,000
633
$27K ﹤0.01%
+2,013
634
$25K ﹤0.01%
42,000
635
$19K ﹤0.01%
192
-38
636
$13K ﹤0.01%
10,000
637
$8K ﹤0.01%
1,000
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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646
– –
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647
– –
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648
– –
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649
– –
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650
– –
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24 25
26
27 28