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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
$3.81B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$19.9M
3
+$17.9M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$16.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$7M

Top Sells

1
+$25.8M
2
+$16.4M
3
+$15.8M
4
AINP
Allspring Income Plus ETF
AINP
+$4.11M
5
COST icon
Costco
COST
+$2.39M

Sector Composition

1 Healthcare 39.9%
2 Technology 11.16%
3 Financials 2.17%
4 Consumer Discretionary 1.65%
5 Consumer Staples 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BND icon
226
Vanguard Total Bond Market
BND
$156B
$755K 0.02%
10,196
-473
APP icon
227
Applovin
APP
$166B
$753K 0.02%
1,117
+775
PSLV icon
228
Sprott Physical Silver Trust
PSLV
$12.7B
$742K 0.02%
31,387
+9,220
SITM icon
229
SiTime
SITM
$17.5B
$740K 0.02%
2,095
-1
RAAX icon
230
VanEck Inflation Allocation ETF
RAAX
$958M
$732K 0.02%
20,951
-2,324
SNA icon
231
Snap-on
SNA
$19.6B
$721K 0.02%
2,092
-10
UBER icon
232
Uber
UBER
$140B
$718K 0.02%
8,785
-3,095
CL icon
233
Colgate-Palmolive
CL
$72B
$717K 0.02%
+9,069
ED icon
234
Consolidated Edison
ED
$39.7B
$713K 0.02%
7,177
+2,358
BSX icon
235
Boston Scientific
BSX
$71.9B
$706K 0.02%
7,404
+1,933
URI icon
236
United Rentals
URI
$66.2B
$704K 0.02%
869
-8
XYL icon
237
Xylem
XYL
$25.5B
$703K 0.02%
5,162
+55
SBUX icon
238
Starbucks
SBUX
$113B
$701K 0.02%
8,329
+622
ETN icon
239
Eaton
ETN
$146B
$694K 0.02%
2,179
-340
EVR icon
240
Evercore
EVR
$13.2B
$689K 0.02%
2,024
-8
PCAR icon
241
PACCAR
PCAR
$60B
$686K 0.02%
6,262
+114
AEP icon
242
American Electric Power
AEP
$69.9B
$683K 0.02%
5,927
-117
AZN icon
243
AstraZeneca
AZN
$278B
$679K 0.02%
7,389
-752
COP icon
244
ConocoPhillips
COP
$146B
$671K 0.02%
7,165
-1,965
WEC icon
245
WEC Energy
WEC
$37.1B
$670K 0.02%
6,352
+44
GRID icon
246
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$10.8B
$670K 0.02%
4,376
+104
SNDK
247
Sandisk
SNDK
$243B
$663K 0.02%
+2,791
BMY icon
248
Bristol-Myers Squibb
BMY
$114B
$659K 0.02%
12,208
-2,064
VRTX icon
249
Vertex Pharmaceuticals
VRTX
$111B
$653K 0.02%
1,441
+487
KKR icon
250
KKR & Co
KKR
$85.3B
$651K 0.02%
5,110
-402
8 9
10
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