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
401
$322K 0.01%
+6,572
402
$322K 0.01%
+5,880
403
$321K 0.01%
1,172
+242
404
$321K 0.01%
6,074
+1,529
405
$320K 0.01%
+762
406
$318K 0.01%
5,660
+766
407
$317K 0.01%
1,296
+57
408
$316K 0.01%
+1,967
409
$316K 0.01%
397
+58
410
$316K 0.01%
6,070
-820
411
$315K 0.01%
4,682
-27
412
$313K 0.01%
1,577
+373
413
$313K 0.01%
+3,999
414
$312K 0.01%
3,897
+661
415
$312K 0.01%
2,517
-54
416
$312K 0.01%
4,103
+571
417
$311K 0.01%
5,126
-126
418
$310K 0.01%
+14,812
419
$309K 0.01%
+5,356
420
$308K 0.01%
7,386
421
$308K 0.01%
+7,167
422
$307K 0.01%
612
+112
423
$304K 0.01%
5,385
+1,644
424
$304K 0.01%
19,295
+3,199
425
$304K 0.01%
1,845
+31
15 16
17
18 19