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
351
$390K 0.01%
743
+167
352
$389K 0.01%
+687
353
$387K 0.01%
1,149
+67
354
$387K 0.01%
882
-40
355
$386K 0.01%
3,554
356
$382K 0.01%
1,754
+271
357
$380K 0.01%
9,435
+1,197
358
$380K 0.01%
+365
359
$379K 0.01%
6,973
-2,882
360
$378K 0.01%
1,597
-354
361
$378K 0.01%
5,052
-3,496
362
$376K 0.01%
+3,564
363
$376K 0.01%
+188
364
$375K 0.01%
+247
365
$373K 0.01%
1,568
+170
366
$371K 0.01%
+2,411
367
$369K 0.01%
7,801
+2,738
368
$368K 0.01%
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369
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+3,076
370
$366K 0.01%
14,053
-6,270
371
$366K 0.01%
6,269
+353
372
$365K 0.01%
11,768
-5,438
373
$364K 0.01%
29,040
+99
374
$363K 0.01%
+1,469
375
$360K 0.01%
5,062
+267
13 14
15
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