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
$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 5.39%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-11,000
1602
– –
-13,700
1603
$0 ﹤0.01%
+158,700
1604
– –
-2,436
1605
– –
-1,420
1606
– –
-10,858
1607
– –
-10,500
1608
– –
-10,028
1609
– –
-6,712
1610
– –
-4,062
1611
– –
-5,369
1612
– –
-14,583
1613
– –
-2,517
1614
– –
0
1615
– –
-6,789
1616
– –
-3,285
1617
– –
-196,821
1618
– –
-18,639
1619
– –
-7,108
1620
– –
-28,055
1621
– –
-1,986
1622
– –
-73,200
1623
– –
-16,889
1624
– –
-10,000
1625
– –
-43,973
62 63 64
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