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
276
$400K 0.01%
5,892
+1,222
277
$397K 0.01%
2,388
+42
278
$395K 0.01%
2,521
-1
279
$388K 0.01%
6,240
-3,417
280
$387K 0.01%
1,419
+106
281
$385K 0.01%
794
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282
$385K 0.01%
+4,638
283
$383K 0.01%
7,699
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284
$381K 0.01%
4,761
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285
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2,368
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286
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287
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3,492
-63
288
$368K 0.01%
3,304
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289
$367K 0.01%
2,228
+322
290
$365K 0.01%
576
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291
$358K 0.01%
3,709
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292
$357K 0.01%
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293
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1,615
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294
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1,492
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295
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3,554
296
$354K 0.01%
17,820
+1,102
297
$352K 0.01%
1,782
+105
298
$351K 0.01%
4,486
+135
299
$348K 0.01%
6,715
+1,069
300
$347K 0.01%
2,003
+39
10 11
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