JSW
Journey Strategic Wealth Portfolio holdings
AUM
$3.55B
1-Year Est. Return
18.4%
1 Year Est. Return
+18.4%
AUM
$3.55B
AUM Growth
+$463M
(+15%)
Holding
782
Top Buys
| 1 | +$54.9M | |
| 2 | +$18.4M | |
| 3 | +$10.4M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$6.68M |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.55M |
Top Sells
| 1 | +$31.3M | |
| 2 | +$8.83M | |
| 3 | +$3.66M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$2.32M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$1.95M |
Sector Composition
| 1 | Healthcare | 38.06% |
| 2 | Technology | 11.48% |
| 3 | Financials | 2.24% |
| 4 | Consumer Discretionary | 1.73% |
| 5 | Consumer Staples | 1.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
SPS Commerce
SPSC
$3.4B
| – | – |
-1,940
|
|
||
777
TransDigm Group
TDG
$81.7B
| – | – |
-247
|
|
||
778
Vanguard Small-Cap Value ETF
VBR
$34.2B
| – | – |
-1,537
|
|
||
779
Verisk Analytics
VRSK
$30.7B
| – | – |
-1,753
|
|
||
780
Vanguard Total International Stock ETF
VXUS
$126B
| – | – |
-4,173
|
|
||
|
WBA
781
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-10,642
|
|
||
782
Waste Connections
WCN
$42.8B
| – | – |
-1,587
|
|