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
451
$289K 0.01%
+3,637
452
$289K 0.01%
+1,744
453
$288K 0.01%
4,173
-2,067
454
$288K 0.01%
+539
455
$287K 0.01%
+2,152
456
$286K 0.01%
+3,054
457
$285K 0.01%
+3,886
458
$285K 0.01%
6,624
+1,362
459
$285K 0.01%
+4,700
460
$284K 0.01%
+1,845
461
$283K 0.01%
+1,562
462
$281K 0.01%
+6,371
463
$281K 0.01%
1,556
+125
464
$279K 0.01%
349
-311
465
$279K 0.01%
2,707
+156
466
$277K 0.01%
6,816
+160
467
$277K 0.01%
9,226
-550
468
$275K 0.01%
+2,441
469
$274K 0.01%
7,173
+138
470
$273K 0.01%
+8,373
471
$273K 0.01%
1,852
472
$272K 0.01%
1,981
+497
473
$272K 0.01%
4,397
474
$272K 0.01%
533
-5
475
$271K 0.01%
22,167
17 18
19
20 21