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
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
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-1,654
507
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0
508
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-16,096
509
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-5,190
510
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-4,498
511
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-6,241
512
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-4,465
513
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-1,457
514
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-16,319
515
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-685
516
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-1,129
517
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-2,938
518
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-18,699
519
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-7,884
520
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-1,295
521
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-552
522
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-3,798
523
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-2,217
524
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-2,158
525
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-10,155
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