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
326
$309K 0.01%
15,546
-1,000
327
$309K 0.01%
8,135
328
$309K 0.01%
2,705
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329
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330
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331
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6,695
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332
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334
$301K 0.01%
997
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335
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5,252
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336
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337
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338
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339
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1,157
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340
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341
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342
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343
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2,571
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344
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345
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8,269
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346
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4,842
-13,598
347
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4,709
-274
348
$284K 0.01%
18,503
-7,054
349
$283K 0.01%
1,459
-173
350
$283K 0.01%
12,926
+593
12 13
14
15 16