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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
251
-1,855
252
-3,355
253
-3,489
254
-1,745
255
-334
256
-1,214
257
-7,000
258
-4,384
259
-547
260
-2,822
261
-15,250
262
-2,583
263
-11,225
264
-2,912
265
-1,357
266
-1,187
267
-16,016
268
-56,695
269
-716
270
-1,636
271
-10,261
272
-2,826
273
-19,289
274
-1,879
275
-1,802