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
551
$229K 0.01%
+5,984
552
$229K 0.01%
+35,010
553
$229K 0.01%
+751
554
$228K 0.01%
5,900
+400
555
$228K 0.01%
+726
556
$228K 0.01%
+1,264
557
$227K 0.01%
2,392
558
$225K 0.01%
+3,914
559
$224K 0.01%
+3,483
560
$224K 0.01%
+2,056
561
$224K 0.01%
+3,195
562
$224K 0.01%
+4,567
563
$224K 0.01%
+3,433
564
$223K 0.01%
+547
565
$223K 0.01%
11,229
+116
566
$223K 0.01%
+1,328
567
$223K 0.01%
+1,548
568
$222K 0.01%
1,258
-76
569
$222K 0.01%
+1,744
570
$222K 0.01%
+4,915
571
$222K 0.01%
+3,192
572
$222K 0.01%
3,948
-419
573
$221K 0.01%
+2,137
574
$220K 0.01%
+3,912
575
$220K 0.01%
+3,439
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