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
351
$283K 0.01%
1,404
+131
352
$282K 0.01%
1,398
-16
353
$281K 0.01%
5,405
-64
354
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2,569
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355
$279K 0.01%
+9,122
356
$277K 0.01%
1,814
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357
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358
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339
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360
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3,731
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361
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362
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2,907
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363
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364
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4,519
+1
365
$271K 0.01%
5,068
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366
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637
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369
$266K 0.01%
6,656
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370
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371
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7,090
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372
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4,367
+172
373
$265K 0.01%
+2,566
374
$263K 0.01%
142
-2
375
$263K 0.01%
13,305
-1,970
13 14
15
16 17