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JSW

Journey Strategic Wealth Portfolio holdings

AUM $4.03B
1-Year Est. Return 33.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 55%
2 Technology 8.04%
3 Consumer Staples 1.88%
4 Communication Services 0.64%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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227
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228
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229
-2,948
230
-1,325
231
-3,785
232
-3,331
233
-623
234
-1,677
235
-3,184
236
-10,049
237
-753
238
-5,524
239
-1,019
240
-1,136
241
-1,535
242
-3,950
243
-4,101
244
-10,094
245
-4,246
246
-3,116
247
-3,208
248
-4,436
249
-4,812
250
-10,820