JSW

Journey Strategic Wealth Portfolio holdings

AUM $3.55B
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.87B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
554
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$19.1M
3
+$15M
4
MSFT icon
Microsoft
MSFT
+$12.2M
5
AINP
Allspring Income Plus ETF
AINP
+$11.4M

Top Sells

1
+$13.6M
2
+$11.3M
3
+$6.95M
4
DIS icon
Walt Disney
DIS
+$6.53M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$5.52M

Sector Composition

1 Healthcare 42.56%
2 Technology 9.84%
3 Consumer Staples 1.93%
4 Financials 1.58%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.93M 0.14%
71,845
-2,449
52
$3.9M 0.14%
15,671
+5,782
53
$3.77M 0.13%
22,522
+5,103
54
$3.57M 0.12%
66,217
-2,518
55
$3.39M 0.12%
16,196
+6,469
56
$3.16M 0.11%
6,026
+867
57
$3.14M 0.11%
112,319
+5,746
58
$3.05M 0.11%
45,311
+25,916
59
$3.05M 0.11%
127,044
+13,438
60
$3.04M 0.11%
59,770
-2,799
61
$3M 0.1%
18,916
+13,795
62
$2.91M 0.1%
11,233
+1,985
63
$2.87M 0.1%
3,478
+468
64
$2.78M 0.1%
8,891
+2,969
65
$2.61M 0.09%
21,929
+1,379
66
$2.61M 0.09%
44,654
+1,557
67
$2.5M 0.09%
4,557
+87
68
$2.44M 0.09%
30,919
+384
69
$2.35M 0.08%
26,738
+1,860
70
$2.33M 0.08%
20,915
+2,265
71
$2.29M 0.08%
91,391
-68,613
72
$2.18M 0.08%
23,370
+900
73
$2.17M 0.08%
12,512
+1,494
74
$2.12M 0.07%
5,880
-443
75
$2.1M 0.07%
26,670
+139
1 2
3
4 5