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
501
$255K 0.01%
1,210
-1,158
502
$255K 0.01%
+683
503
$255K 0.01%
+475
504
$253K 0.01%
5,315
-6
505
$253K 0.01%
+4,511
506
$251K 0.01%
11,372
-1,933
507
$250K 0.01%
+3,550
508
$250K 0.01%
+652
509
$249K 0.01%
+5,943
510
$249K 0.01%
+875
511
$249K 0.01%
+2,002
512
$249K 0.01%
+1,881
513
$249K 0.01%
2,083
+444
514
$248K 0.01%
7,793
+703
515
$248K 0.01%
12,445
-3,101
516
$248K 0.01%
1,526
-2
517
$247K 0.01%
+5,384
518
$247K 0.01%
+858
519
$245K 0.01%
+9,531
520
$244K 0.01%
+3,897
521
$243K 0.01%
+2,600
522
$243K 0.01%
+2,457
523
$241K 0.01%
+1,368
524
$241K 0.01%
3,762
-475
525
$240K 0.01%
+2,101
19 20
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