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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
$3.81B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$19.9M
3
+$17.9M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$16.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$7M

Top Sells

1
+$25.8M
2
+$16.4M
3
+$15.8M
4
AINP
Allspring Income Plus ETF
AINP
+$4.11M
5
COST icon
Costco
COST
+$2.39M

Sector Composition

1 Healthcare 39.9%
2 Technology 11.16%
3 Financials 2.17%
4 Consumer Discretionary 1.65%
5 Consumer Staples 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAIA icon
526
Saia
SAIA
$12.3B
$287K 0.01%
878
-153
HIMS icon
527
Hims & Hers Health
HIMS
$6.43B
$286K 0.01%
8,798
+404
FOX icon
528
Fox Class B
FOX
$25.6B
$285K 0.01%
4,393
+65
ROK icon
529
Rockwell Automation
ROK
$49B
$285K 0.01%
733
+106
RGA icon
530
Reinsurance Group of America
RGA
$13.5B
$284K 0.01%
1,398
+245
MLI icon
531
Mueller Industries
MLI
$14.6B
$284K 0.01%
2,472
+365
FISV
532
Fiserv Inc
FISV
$28.4B
$284K 0.01%
4,225
+1,219
GL icon
533
Globe Life
GL
$12.6B
$283K 0.01%
2,023
-80
CACI icon
534
CACI
CACI
$11.5B
$283K 0.01%
531
+13
MKL icon
535
Markel Group
MKL
$22.8B
$282K 0.01%
131
+1
VMC icon
536
Vulcan Materials
VMC
$35.4B
$280K 0.01%
982
+35
MKTX icon
537
MarketAxess Holdings
MKTX
$4.13B
$279K 0.01%
+1,539
CI icon
538
Cigna
CI
$78.3B
$278K 0.01%
1,011
-618
SANM icon
539
Sanmina
SANM
$12.4B
$278K 0.01%
1,853
+3
OUT icon
540
Outfront Media
OUT
$5.34B
$276K 0.01%
11,447
+343
MTZ icon
541
MasTec
MTZ
$26.5B
$273K 0.01%
1,258
+26
AL
542
DELISTED
Air Lease Corp
AL
$273K 0.01%
4,252
+71
SYK icon
543
Stryker
SYK
$118B
$273K 0.01%
776
-1,089
GLW icon
544
Corning
GLW
$145B
$273K 0.01%
3,114
+151
NRG icon
545
NRG Energy
NRG
$25.5B
$271K 0.01%
1,704
-115
NFG icon
546
National Fuel Gas
NFG
$7.33B
$271K 0.01%
3,385
-582
IEF icon
547
iShares 7-10 Year Treasury Bond ETF
IEF
$46.9B
$271K 0.01%
2,817
-7
SKYW icon
548
Skywest
SKYW
$3.38B
$271K 0.01%
2,696
-14
AA icon
549
Alcoa
AA
$17.3B
$270K 0.01%
+5,084
MPWR icon
550
Monolithic Power Systems
MPWR
$72.4B
$269K 0.01%
297
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