JSW

Journey Strategic Wealth Portfolio holdings

AUM $3.55B
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.87B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$19.1M
3
+$15M
4
MSFT icon
Microsoft
MSFT
+$12.2M
5
AINP
Allspring Income Plus ETF
AINP
+$11.4M

Top Sells

1
+$13.6M
2
+$11.3M
3
+$6.95M
4
DIS icon
Walt Disney
DIS
+$6.53M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$5.52M

Sector Composition

1 Healthcare 42.56%
2 Technology 9.84%
3 Consumer Staples 1.93%
4 Financials 1.58%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$230K 0.01%
1,334
-257
427
$230K 0.01%
2,057
+56
428
$229K 0.01%
6,786
429
$229K 0.01%
2,392
430
$227K 0.01%
704
+166
431
$227K 0.01%
866
+31
432
$225K 0.01%
+5,500
433
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+2,306
434
$225K 0.01%
588
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435
$225K 0.01%
3,901
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436
$224K 0.01%
4,760
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437
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2,551
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438
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+2
439
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440
$221K 0.01%
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441
$221K 0.01%
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442
$221K 0.01%
946
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$218K 0.01%
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444
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+13,800
445
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446
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5,262
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447
$216K 0.01%
+953
448
$215K 0.01%
18,346
+8,000
449
$214K 0.01%
+389
450
$213K 0.01%
+1,431
16 17
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