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
76
$1.99M 0.07%
58,702
+61
77
$1.99M 0.07%
20,464
-3,913
78
$1.95M 0.07%
61,468
+3,160
79
$1.95M 0.07%
10,379
+4,367
80
$1.87M 0.07%
61,658
+1,318
81
$1.85M 0.06%
31,462
-291
82
$1.82M 0.06%
10,676
+765
83
$1.81M 0.06%
22,509
-6,946
84
$1.79M 0.06%
75,235
-1,025
85
$1.79M 0.06%
28,951
+9,055
86
$1.78M 0.06%
12,270
+5,111
87
$1.75M 0.06%
16,600
-458
88
$1.72M 0.06%
11,119
+5,710
89
$1.69M 0.06%
12,069
-1,268
90
$1.68M 0.06%
25,509
-3,243
91
$1.66M 0.06%
15,713
+4,052
92
$1.62M 0.06%
15,228
-8,902
93
$1.59M 0.06%
16,113
-66,188
94
$1.55M 0.05%
11,042
+5,411
95
$1.55M 0.05%
8,127
+762
96
$1.54M 0.05%
4,943
+114
97
$1.41M 0.05%
78,082
+2,265
98
$1.4M 0.05%
2,056
+974
99
$1.38M 0.05%
13,462
+4,441
100
$1.38M 0.05%
9,471
-1,233
2 3
4
5 6