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
476
$271K 0.01%
+4,233
477
$271K 0.01%
1,127
+174
478
$270K 0.01%
3,193
+69
479
$269K 0.01%
+7,782
480
$268K 0.01%
+1,105
481
$268K 0.01%
3,767
+36
482
$268K 0.01%
+3,606
483
$268K 0.01%
+2,208
484
$267K 0.01%
+2,072
485
$265K 0.01%
+20,871
486
$265K 0.01%
+904
487
$265K 0.01%
607
+19
488
$265K 0.01%
4,095
+194
489
$265K 0.01%
+3,839
490
$265K 0.01%
362
+4
491
$264K 0.01%
+1,133
492
$264K 0.01%
1,940
+21
493
$264K 0.01%
+445
494
$264K 0.01%
+2,971
495
$262K 0.01%
+1,406
496
$261K 0.01%
807
+11
497
$260K 0.01%
5,002
-1,693
498
$258K 0.01%
+10,318
499
$257K 0.01%
1,571
+160
500
$257K 0.01%
+3,516
18 19
20
21 22