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
26
$8.49M 0.3%
+137,259
27
$8.05M 0.28%
174,744
-119,812
28
$7.5M 0.26%
86,080
+5,796
29
$7.31M 0.26%
+333,991
30
$7.1M 0.25%
140,860
+20,600
31
$7.04M 0.25%
13,697
+1,480
32
$6.99M 0.24%
13,131
+1,324
33
$6.98M 0.24%
33,073
-1,562
34
$6.79M 0.24%
190,313
-382,356
35
$6.72M 0.23%
43,435
+11,523
36
$6.59M 0.23%
26,879
+6,089
37
$6.48M 0.23%
6,855
+3,493
38
$6.44M 0.22%
236,298
+47,575
39
$6.25M 0.22%
17,050
+5,329
40
$5.25M 0.18%
52,513
-2,485
41
$4.96M 0.17%
29,098
+10,344
42
$4.68M 0.16%
17,401
+7,052
43
$4.61M 0.16%
94,588
+4,042
44
$4.6M 0.16%
16,752
-1,310
45
$4.57M 0.16%
48,828
-153
46
$4.53M 0.16%
28,973
+2,867
47
$4.36M 0.15%
12,439
+2,761
48
$4.33M 0.15%
13,078
49
$4.19M 0.15%
8,945
-698
50
$4.04M 0.14%
53,361
-1,255
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