JBW
Journey Beyond Wealth Portfolio holdings
AUM
$119M
This Quarter Return
-0.99%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.46%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$25.9M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$12.8M |
| 3 |
Vanguard Extended Market ETF
VXF
|
+$11.7M |
| 4 |
Vanguard Growth ETF
VUG
|
+$5.86M |
| 5 |
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% |
