JBW

Journey Beyond Wealth Portfolio holdings

AUM $119M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$25.9M
2 +$12.8M
3 +$11.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.73M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.39%
2 Industrials 0.57%
3 Consumer Staples 0.32%
4 Healthcare 0.26%
5 Technology 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$277K 0.26%
+547
27
$272K 0.26%
+2,372
28
$258K 0.24%
+1,030
29
$236K 0.22%
+4,759
30
$204K 0.19%
+7,881