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
76
$2.38M 0.08%
7,641
+1,615
77
$2.38M 0.08%
22,769
+7,056
78
$2.37M 0.08%
62,662
+1,194
79
$2.36M 0.08%
49,949
+18,414
80
$2.24M 0.07%
4,783
+2,512
81
$2.21M 0.07%
16,180
+9,948
82
$2.17M 0.07%
75,125
+30,684
83
$2.17M 0.07%
11,848
-422
84
$2.11M 0.07%
37,790
+20,284
85
$2.1M 0.07%
14,372
+4,883
86
$2.07M 0.07%
59,990
+17,066
87
$2.07M 0.07%
6,919
+1,976
88
$2.04M 0.07%
49,920
-3,420
89
$2.03M 0.07%
7,899
+2,823
90
$2.03M 0.07%
62,380
+722
91
$2.03M 0.07%
2,866
+997
92
$2.01M 0.07%
28,348
+16,809
93
$2M 0.06%
5,148
+1,509
94
$1.98M 0.06%
24,708
+6,596
95
$1.97M 0.06%
14,510
+9,093
96
$1.96M 0.06%
17,428
-3,487
97
$1.94M 0.06%
20,398
-2,111
98
$1.92M 0.06%
2,139
+83
99
$1.88M 0.06%
13,258
-204
100
$1.85M 0.06%
25,181
-20,130
2 3
4
5 6