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
$25.6B
AUM Growth
+$3.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,655
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$61.1M
3
+$49.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$31.9M
5
UNH icon
UnitedHealth
UNH
+$31.3M

Top Sells

1
+$60.6M
2
+$29.5M
3
+$19.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$18.2M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$14.6M

Sector Composition

1 Technology 19.24%
2 Healthcare 9.91%
3 Financials 8.36%
4 Consumer Discretionary 7.58%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-3,169
1602
– –
-13,071
1603
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-11,700
1604
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-17,627
1605
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1606
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-5,964
1607
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1608
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-5,685
1609
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-6,317
1610
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-3,198
1611
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-5,129
1612
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-10,904
1613
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-13,500
1614
– –
-3,111
1615
– –
-139,302
1616
– –
-3,960
1617
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-250
1618
– –
-10,380
1619
– –
-8,362
1620
– –
-101,783
1621
– –
-1,810
1622
– –
-2,566
1623
– –
-24,653
1624
– –
-10,007
1625
– –
-16,328
63 64
65
66 67