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
$4.98B
AUM Growth
+$568M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$38.3M
3
+$18.1M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$16.1M
5
OEF icon
iShares S&P 100 ETF
OEF
+$15.8M

Top Sells

1
+$42.2M
2
+$36.9M
3
+$25.5M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$20.1M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$16.8M

Sector Composition

1 Technology 12.33%
2 Healthcare 10.59%
3 Energy 10.56%
4 Financials 10.38%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-4,353
652
– –
-81,040
653
– –
-46,772
654
– –
-94,490
655
– –
-389,246
656
– –
-11,825
657
– –
-15,723
658
– –
-19,869
659
– –
-27,445
660
– –
-351,127
661
– –
-5,040
662
– –
-149,759
663
– –
-5,274
664
– –
-626,824
665
– –
-578,385
666
– –
-10,181
667
– –
-44,240
668
– –
-6,600
669
– –
-71,102
670
– –
-22,227
671
– –
-7,325
672
– –
-192
673
– –
-40,321
674
– –
-87,485
675
– –
-8,215
25 26
27
28 29