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
$12.9B
AUM Growth
+$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,404
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$55.4M
3
+$49.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$48.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$44.7M

Top Sells

1
+$157M
2
+$64.5M
3
+$50.9M
4
IEV icon
iShares Europe ETF
IEV
+$30M
5
IBB icon
iShares Biotechnology ETF
IBB
+$13.6M

Sector Composition

1 Technology 12.17%
2 Financials 10.56%
3 Healthcare 9.95%
4 Industrials 7.36%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
– –
-9,212
1352
– –
-4,490
1353
– –
-5,949
1354
– –
-9,444
1355
– –
-13,168
1356
– –
-9,674
1357
– –
-3,889
1358
– –
-6,850
1359
– –
-11,641
1360
– –
-9,712
1361
– –
-4,958
1362
– –
-32,333
1363
– –
-10,000
1364
– –
-448
1365
– –
-7,565
1366
– –
-6,424
1367
– –
-1,478
1368
– –
-10,935
1369
– –
-119,985
1370
– –
-4,696
1371
– –
-8,391
1372
– –
-1,651
1373
– –
-7,843
1374
– –
-7,805
1375
– –
-5,338
53 54
55
56 57