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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
$2.35B
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$19.2M
3
+$2.58M
4
AAPL icon
Apple
AAPL
+$2.23M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2M

Top Sells

1
+$991K
2
+$936K
3
+$382K
4
TER icon
Teradyne
TER
+$334K
5
SSUS icon
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
+$333K

Sector Composition

1 Healthcare 44.45%
2 Technology 9.48%
3 Consumer Staples 1.79%
4 Communication Services 0.97%
5 Financials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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402
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403
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404
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405
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406
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407
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-57,310
408
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-14,848
409
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-626
410
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411
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413
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414
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415
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416
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417
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418
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419
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