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
526
$239K 0.01%
+5,925
527
$239K 0.01%
5,449
+72
528
$238K 0.01%
+2,963
529
$238K 0.01%
+3,086
530
$237K 0.01%
2,155
-126
531
$237K 0.01%
+4,224
532
$237K 0.01%
+8,200
533
$236K 0.01%
+960
534
$236K 0.01%
+854
535
$236K 0.01%
+2,398
536
$236K 0.01%
+1,599
537
$236K 0.01%
+1,474
538
$235K 0.01%
4,931
+192
539
$235K 0.01%
+2,328
540
$235K 0.01%
+1,406
541
$235K 0.01%
5,594
+464
542
$235K 0.01%
2,319
+72
543
$234K 0.01%
2,819
-864
544
$234K 0.01%
2,950
-4,582
545
$234K 0.01%
+12,326
546
$234K 0.01%
+1,072
547
$233K 0.01%
11,195
+200
548
$232K 0.01%
+4,037
549
$231K 0.01%
472
-165
550
$230K 0.01%
+17,700
20 21
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