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
376
$359K 0.01%
+1,243
377
$355K 0.01%
10,698
+137
378
$354K 0.01%
4,629
+328
379
$352K 0.01%
4,653
+1,918
380
$352K 0.01%
3,462
-2,281
381
$350K 0.01%
7,141
-212
382
$350K 0.01%
+12,451
383
$349K 0.01%
6,040
-2,224
384
$348K 0.01%
3,503
+11
385
$342K 0.01%
+4,665
386
$340K 0.01%
2,206
+183
387
$339K 0.01%
6,892
-611
388
$337K 0.01%
4,330
-775
389
$334K 0.01%
+90
390
$332K 0.01%
1,059
+240
391
$332K 0.01%
+4,531
392
$331K 0.01%
+3,222
393
$330K 0.01%
1,384
-1,003
394
$330K 0.01%
17,884
+1,252
395
$328K 0.01%
8,135
396
$328K 0.01%
+4,569
397
$326K 0.01%
22,000
-27,971
398
$324K 0.01%
1,452
+396
399
$323K 0.01%
28,650
-6,109
400
$323K 0.01%
1,927
+131
14 15
16
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