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
426
$302K 0.01%
4,197
-441
427
$302K 0.01%
+5,885
428
$302K 0.01%
393
+4
429
$301K 0.01%
6,740
-119
430
$300K 0.01%
521
+65
431
$300K 0.01%
1,466
+7
432
$300K 0.01%
969
+103
433
$300K 0.01%
4,335
-26
434
$300K 0.01%
1,537
-196
435
$299K 0.01%
+1,016
436
$299K 0.01%
153
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437
$299K 0.01%
+8,880
438
$297K 0.01%
8,794
-328
439
$296K 0.01%
+1,587
440
$296K 0.01%
1,718
+103
441
$296K 0.01%
4,818
+299
442
$296K 0.01%
+3,711
443
$295K 0.01%
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444
$295K 0.01%
+3,628
445
$295K 0.01%
+1,046
446
$294K 0.01%
+4,766
447
$293K 0.01%
+7,272
448
$292K 0.01%
6,453
+69
449
$291K 0.01%
+3,394
450
$290K 0.01%
+1,719
16 17
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