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
$16.5B
AUM Growth
-$4.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,656
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$48M
3
+$46.9M
4
VTV icon
Vanguard Value ETF
VTV
+$39.3M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$37.1M

Top Sells

1
+$411M
2
+$181M
3
+$80.2M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$76.6M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$56.1M

Sector Composition

1 Technology 12.19%
2 Healthcare 9.43%
3 Financials 8.62%
4 Industrials 5.49%
5 Communication Services 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
– –
-6,631
1552
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-9,656
1553
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-8,564
1554
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-2,932
1555
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-7,480
1556
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-119,205
1557
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-7,330
1558
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-6,448
1559
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-9,105
1560
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-7,849
1561
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-14,705
1562
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-3,106
1563
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-15,865
1564
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-2,565
1565
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-38,726
1566
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-59,757
1567
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-4,050
1568
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-60,256
1569
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-665
1570
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-15,075
1571
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-6,154
1572
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-2,563
1573
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-115
1574
– –
-1,244
1575
– –
-12,700
61 62
63
64 65