JSW

Journey Strategic Wealth Portfolio holdings

AUM $3.08B
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
+$377M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$13M
3 +$7.17M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$7.09M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.45M

Sector Composition

1 Healthcare 42.61%
2 Technology 9.55%
3 Consumer Staples 1.91%
4 Financials 1.23%
5 Communication Services 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$263K 0.01%
1,757
+84
377
$261K 0.01%
2,783
+3
378
$259K 0.01%
+6,278
379
$258K 0.01%
+916
380
$258K 0.01%
+2,513
381
$254K 0.01%
+3,722
382
$253K 0.01%
+3,363
383
$253K 0.01%
+729
384
$252K 0.01%
2,283
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385
$252K 0.01%
+4,188
386
$248K 0.01%
12,435
+128
387
$247K 0.01%
+1,880
388
$247K 0.01%
11,750
-1,500
389
$247K 0.01%
1,782
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390
$246K 0.01%
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391
$245K 0.01%
24,140
-28,260
392
$245K 0.01%
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393
$245K 0.01%
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394
$245K 0.01%
12,784
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395
$244K 0.01%
+2,912
396
$244K 0.01%
1,415
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397
$244K 0.01%
2,392
398
$244K 0.01%
1,484
-76
399
$243K 0.01%
6,687
+360
400
$243K 0.01%
+3,914