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
601
$208K 0.01%
+1,359
602
$208K 0.01%
5,316
-2,953
603
$207K 0.01%
5,178
-1,594
604
$207K 0.01%
+1,836
605
$207K 0.01%
+4,562
606
$206K 0.01%
+6,454
607
$206K 0.01%
+1,622
608
$206K 0.01%
+10,271
609
$206K 0.01%
1,501
+173
610
$206K 0.01%
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611
$205K 0.01%
6,717
-69
612
$205K 0.01%
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613
$205K 0.01%
2,790
+856
614
$204K 0.01%
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615
$203K 0.01%
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616
$203K 0.01%
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617
$203K 0.01%
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$202K 0.01%
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$202K 0.01%
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620
$202K 0.01%
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621
$202K 0.01%
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622
$201K 0.01%
20,004
-3,000
623
$201K 0.01%
+1,929
624
$201K 0.01%
771
-175
625
$201K 0.01%
4,757
-896
23 24
25
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