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
451
$213K 0.01%
2,726
+274
452
$212K 0.01%
4,464
453
$212K 0.01%
1,328
-46
454
$212K 0.01%
1,484
+14
455
$211K 0.01%
1,411
+21
456
$211K 0.01%
+641
457
$211K 0.01%
464
-46
458
$211K 0.01%
10,995
+130
459
$210K 0.01%
+3,741
460
$209K 0.01%
+5,063
461
$208K 0.01%
2,655
-769
462
$208K 0.01%
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463
$207K 0.01%
+2,306
464
$206K 0.01%
+3,011
465
$205K 0.01%
2,735
+80
466
$205K 0.01%
+6,907
467
$205K 0.01%
1,931
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468
$202K 0.01%
1,186
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469
$202K 0.01%
+1,639
470
$202K 0.01%
+2,647
471
$197K 0.01%
12,677
+162
472
$192K 0.01%
+10,326
473
$191K 0.01%
16,096
+641
474
$179K 0.01%
11,113
-8
475
$170K 0.01%
15,116
+2,000
17 18
19
20 21