JSW

Journey Strategic Wealth Portfolio holdings

AUM $3.55B
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.87B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$19.1M
3
+$15M
4
MSFT icon
Microsoft
MSFT
+$12.2M
5
AINP
Allspring Income Plus ETF
AINP
+$11.4M

Top Sells

1
+$13.6M
2
+$11.3M
3
+$6.95M
4
DIS icon
Walt Disney
DIS
+$6.53M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$5.52M

Sector Composition

1 Healthcare 42.56%
2 Technology 9.84%
3 Consumer Staples 1.93%
4 Financials 1.58%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$443K 0.02%
1,449
+61
252
$437K 0.02%
660
+28
253
$437K 0.02%
3,253
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254
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255
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25,761
+1,924
256
$433K 0.02%
1,951
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257
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258
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259
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260
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3,663
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261
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10,824
-8,838
262
$425K 0.01%
4,415
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263
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7,420
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264
$416K 0.01%
7,353
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265
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266
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519
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40,716
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271
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2,887
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272
$402K 0.01%
1,150
-465
273
$400K 0.01%
34,759
-9,264
274
$400K 0.01%
933
+106
275
$400K 0.01%
33,850
+21,000
9 10
11
12 13