JSW
Journey Strategic Wealth Portfolio holdings
AUM
$3.08B
1-Year Return
12.57%
This Quarter Return
-2.92%
1 Year Return
+12.57%
3 Year Return
+42.11%
5 Year Return
–
10 Year Return
–
AUM
$2.68B
AUM Growth
-$55.2M
(-2%)
Cap. Flow
+$47.5M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
78.27%
Holding
559
New
48
Increased
218
Reduced
191
Closed
57
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$10.4M |
| 2 |
Broadcom
AVGO
|
$4.14M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$3.3M |
| 4 |
Johnson & Johnson
JNJ
|
$3.18M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$2.72M |
Top Sells
Sector Composition
| 1 | Healthcare | 38.95% |
| 2 | Technology | 10.66% |
| 3 | Consumer Staples | 1.77% |
| 4 | Financials | 1.47% |
| 5 | Communication Services | 1.25% |
