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
$3.08B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$12.1M
3
+$11M
4
MSFT icon
Microsoft
MSFT
+$10.3M
5
AAPL icon
Apple
AAPL
+$9.7M

Top Sells

1
+$14.5M
2
+$6.21M
3
+$5.84M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.68M
5
JHML icon
John Hancock Multifactor Large Cap ETF
JHML
+$1.38M

Sector Composition

1 Healthcare 37.05%
2 Technology 11.46%
3 Financials 2.43%
4 Consumer Staples 1.99%
5 Consumer Discretionary 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$546K 0.02%
+1,753
277
$546K 0.02%
5,236
+1,062
278
$545K 0.02%
1,527
+902
279
$541K 0.02%
11,694
+4,397
280
$541K 0.02%
2,195
+822
281
$534K 0.02%
1,907
-173
282
$532K 0.02%
3,409
+1,181
283
$530K 0.02%
7,124
+3,203
284
$528K 0.02%
6,515
-1,589
285
$525K 0.02%
+2,091
286
$524K 0.02%
978
+274
287
$523K 0.02%
979
+41
288
$522K 0.02%
4,962
+2,103
289
$520K 0.02%
+4,035
290
$519K 0.02%
9,782
+546
291
$518K 0.02%
4,675
+162
292
$518K 0.02%
+10,465
293
$517K 0.02%
+26,800
294
$508K 0.02%
8,091
+1,732
295
$508K 0.02%
5,132
+2,566
296
$503K 0.02%
4,758
+343
297
$490K 0.02%
8,726
-6,356
298
$485K 0.02%
1,108
+345
299
$483K 0.02%
5,593
+188
300
$483K 0.02%
1,508
+166
10 11
12
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