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
$20.5B
AUM Growth
+$2.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$214M
2
+$190M
3
+$142M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$138M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$138M

Top Sells

1
+$64.3M
2
+$59.9M
3
+$56.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$52.1M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$36.1M

Sector Composition

1 Technology 12.65%
2 Financials 9.44%
3 Healthcare 8.61%
4 Industrials 5.4%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
– –
-5,915
1577
– –
-612,755
1578
– –
-6,168
1579
– –
-11,334
1580
– –
-6,915
1581
– –
-852
1582
– –
-8,867
1583
– –
-7,000
1584
– –
-3,172
1585
– –
-6,156
1586
– –
-11,173
1587
– –
-29,500
1588
– –
-7,378
1589
– –
-12,100
1590
– –
-10,000
1591
– –
-9,576
1592
– –
-24,572
1593
– –
-14,240
1594
– –
-6,968
1595
– –
-26,450
1596
– –
-7,346
1597
– –
-11,000
1598
– –
-13,700
1599
$0 ﹤0.01%
+158,700
1600
– –
-2,436
62 63
64
65 66