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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
$3.81B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$19.9M
3
+$17.9M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$16.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$7M

Top Sells

1
+$25.8M
2
+$16.4M
3
+$15.8M
4
AINP
Allspring Income Plus ETF
AINP
+$4.11M
5
COST icon
Costco
COST
+$2.39M

Sector Composition

1 Healthcare 39.9%
2 Technology 11.16%
3 Financials 2.17%
4 Consumer Discretionary 1.65%
5 Consumer Staples 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMG icon
426
Chipotle Mexican Grill
CMG
$39B
$358K 0.01%
+9,671
GVA icon
427
Granite Construction
GVA
$5.94B
$358K 0.01%
3,100
-39
PSX icon
428
Phillips 66
PSX
$72.9B
$357K 0.01%
2,767
+124
CLSK icon
429
CleanSpark
CLSK
$3.82B
$357K 0.01%
35,258
+1,275
LNC icon
430
Lincoln National
LNC
$6.92B
$357K 0.01%
8,008
+86
PPG icon
431
PPG Industries
PPG
$25.2B
$355K 0.01%
+3,467
XLY icon
432
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22B
$355K 0.01%
2,970
-60
MSCI icon
433
MSCI
MSCI
$44.3B
$354K 0.01%
618
+20
BRO icon
434
Brown & Brown
BRO
$20.4B
$354K 0.01%
4,443
-1,830
DJAN icon
435
FT Vest US Equity Deep Buffer ETF January
DJAN
$465M
$353K 0.01%
8,135
IDXX icon
436
Idexx Laboratories
IDXX
$43.9B
$353K 0.01%
522
-18
LSCC icon
437
Lattice Semiconductor
LSCC
$18.1B
$352K 0.01%
4,789
+1
EQT icon
438
EQT Corp
EQT
$32.9B
$352K 0.01%
6,567
+318
TD icon
439
Toronto Dominion Bank
TD
$189B
$351K 0.01%
3,731
-300
BKH icon
440
Black Hills Corp
BKH
$5.48B
$351K 0.01%
5,056
+393
BABA icon
441
Alibaba
BABA
$277B
$351K 0.01%
2,394
-22
ICE icon
442
Intercontinental Exchange
ICE
$79.4B
$350K 0.01%
2,159
-948
WTFC icon
443
Wintrust Financial
WTFC
$10.4B
$350K 0.01%
2,500
+56
BINC icon
444
BlackRock Flexible Income ETF
BINC
$16.2B
$349K 0.01%
6,623
+718
LRGE icon
445
ClearBridge Large Cap Growth Select ETF
LRGE
$423M
$348K 0.01%
+4,230
XLC icon
446
State Street Communication Services Select Sector SPDR ETF
XLC
$23.9B
$348K 0.01%
2,956
-181
CMI icon
447
Cummins
CMI
$87B
$348K 0.01%
681
+17
HYDB icon
448
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
$344K 0.01%
7,276
EFA icon
449
iShares MSCI EAFE ETF
EFA
$75B
$343K 0.01%
3,572
+922
GIS icon
450
General Mills
GIS
$18B
$343K 0.01%
7,371
-2,083
16 17
18
19 20