JSW
Journey Strategic Wealth Portfolio holdings
AUM
$3.81B
1-Year Est. Return
29.8%
This Fund
S&P 500
1 Year Est. Return
+29.8%
AUM
$3.81B
AUM Growth
+$260M
(+7.3%)
Holding
826
Top Buys
| 1 | +$24.2M | |
| 2 | +$19.9M | |
| 3 | +$17.9M | |
| 4 |
Bitwise Bitcoin ETF
BITB
|
+$16.3M |
| 5 |
Johnson & Johnson
JNJ
|
+$7M |
Top Sells
| 1 | +$25.8M | |
| 2 | +$16.4M | |
| 3 | +$15.8M | |
| 4 |
AINP
Allspring Income Plus ETF
AINP
|
+$4.11M |
| 5 |
Costco
COST
|
+$2.39M |
Sector Composition
| 1 | Healthcare | 39.9% |
| 2 | Technology | 11.16% |
| 3 | Financials | 2.17% |
| 4 | Consumer Discretionary | 1.65% |
| 5 | Consumer Staples | 1.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
826
Camden Property Trust
CPT
$11.3B
| – | – |
-2,073
|
|