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JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.2B
AUM Growth
+$2.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$19.7M
3
+$18.6M
4
DIS icon
Walt Disney
DIS
+$17.3M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$15.5M

Top Sells

1
+$35.9M
2
+$30.1M
3
+$29.4M
4
AMLP icon
Alerian MLP ETF
AMLP
+$26.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$25.7M

Sector Composition

1 Technology 13.26%
2 Healthcare 8.77%
3 Financials 8.63%
4 Industrials 5.8%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
– –
-37,500
1552
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-404
1553
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-3,653
1554
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-8,061
1555
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-28,510
1556
– –
-8,940
1557
– –
-18,200
1558
– –
-2,805
1559
– –
-18,632
1560
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-4,420
1561
– –
-5,400
1562
– –
-11,776
1563
– –
-10,716
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