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

Top Sells

1
+$11.3M
2
+$1.22M
3
+$1.03M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$827K
5
RSPE icon
Invesco ESG S&P 500 Equal Weight ETF
RSPE
+$764K

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
426
$230K 0.01%
4,661
+176
427
$230K 0.01%
10,865
428
$229K 0.01%
1,715
+3
429
$228K 0.01%
+1,307
430
$228K 0.01%
1,836
+42
431
$227K 0.01%
+1,430
432
$226K 0.01%
14,265
-900
433
$225K 0.01%
2,154
-54
434
$225K 0.01%
+6,786
435
$225K 0.01%
980
-95
436
$224K 0.01%
925
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437
$224K 0.01%
+585
438
$223K 0.01%
451
+33
439
$223K 0.01%
+571
440
$222K 0.01%
+783
441
$221K 0.01%
+881
442
$220K 0.01%
+2,735
443
$220K 0.01%
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444
$220K 0.01%
2,166
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445
$219K 0.01%
1,055
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446
$219K 0.01%
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447
$218K 0.01%
2,747
+14
448
$217K 0.01%
+1,049
449
$217K 0.01%
+2,700
450
$217K 0.01%
+4,600
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