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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
$2.87B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$20M
3
+$14.7M
4
MSFT icon
Microsoft
MSFT
+$13.2M
5
AINP
Allspring Income Plus ETF
AINP
+$11.3M

Top Sells

1
+$13.9M
2
+$11.9M
3
+$7.11M
4
MBB icon
iShares MBS ETF
MBB
+$6.95M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$5.5M

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
501
$35.3K ﹤0.01%
10,816
502
$12K ﹤0.01%
+15,000
503
$11.3K ﹤0.01%
+771
504
$5.85K ﹤0.01%
2,054
505
– –
-1,916
506
– –
-1,654
507
– –
0
508
– –
-16,096
509
– –
-6,241
510
– –
-4,465
511
– –
-5,190
512
– –
-4,498
513
– –
-1,457
514
– –
-16,319
515
– –
-685
516
– –
-1,129
517
– –
-2,938
518
– –
-18,699
519
– –
-7,884
520
– –
-1,295
521
– –
-552
522
– –
-3,798
523
– –
-2,217
524
– –
-2,158
525
– –
-10,155
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