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
476
$168K 0.01%
11,513
477
$158K 0.01%
11,000
478
$152K 0.01%
10,177
-1,839
479
$146K 0.01%
13,026
-11,797
480
$143K 0.01%
10,155
481
$142K ﹤0.01%
13,800
482
$141K ﹤0.01%
13,949
+2,172
483
$135K ﹤0.01%
+13,500
484
$134K ﹤0.01%
186,737
485
$133K ﹤0.01%
10,564
-1,132
486
$132K ﹤0.01%
+12,514
487
$121K ﹤0.01%
20,144
+6,184
488
$121K ﹤0.01%
13,901
489
$116K ﹤0.01%
14,109
-284
490
$112K ﹤0.01%
17,596
+2,596
491
$100K ﹤0.01%
+11,457
492
$99.2K ﹤0.01%
+12,067
493
$96.1K ﹤0.01%
+19,000
494
$92.2K ﹤0.01%
15,983
+22
495
$89.7K ﹤0.01%
22,885
-2,303
496
$87.3K ﹤0.01%
17,312
+193
497
$86.7K ﹤0.01%
10,826
498
$84K ﹤0.01%
+17,432
499
$75.9K ﹤0.01%
35,316
+46
500
$35.7K ﹤0.01%
12,720
+3
18 19
20
21 22