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
576
$220K 0.01%
+718
577
$220K 0.01%
12,080
-5,740
578
$219K 0.01%
4,245
+26
579
$219K 0.01%
+1,290
580
$219K 0.01%
2,200
-20
581
$219K 0.01%
+1,398
582
$218K 0.01%
+6,656
583
$218K 0.01%
+976
584
$217K 0.01%
730
+89
585
$217K 0.01%
1,944
+64
586
$217K 0.01%
+848
587
$217K 0.01%
2,104
+47
588
$217K 0.01%
+1,716
589
$216K 0.01%
+3,152
590
$216K 0.01%
+2,241
591
$215K 0.01%
2,737
+82
592
$215K 0.01%
1,948
+17
593
$215K 0.01%
3,672
-2,054
594
$214K 0.01%
+5,016
595
$214K 0.01%
4,464
596
$213K 0.01%
+2,218
597
$213K 0.01%
+2,426
598
$211K 0.01%
2,726
+28
599
$209K 0.01%
+6,939
600
$209K 0.01%
+3,017
22 23
24
25 26