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
101
$1.37M 0.05%
15,216
-235
102
$1.33M 0.05%
4,948
+1,270
103
$1.33M 0.05%
82,588
+14,750
104
$1.33M 0.05%
42,924
-6,236
105
$1.32M 0.05%
4,586
-37
106
$1.32M 0.05%
31,535
+129
107
$1.3M 0.05%
18,112
+697
108
$1.29M 0.04%
3,693
+2,218
109
$1.26M 0.04%
9,489
+715
110
$1.26M 0.04%
44,441
+2,405
111
$1.25M 0.04%
8,582
+4,396
112
$1.23M 0.04%
5,214
+292
113
$1.22M 0.04%
36,574
+65
114
$1.2M 0.04%
3,639
-28
115
$1.2M 0.04%
39,588
-3,302
116
$1.19M 0.04%
6,998
+5,157
117
$1.17M 0.04%
10,488
+3,755
118
$1.17M 0.04%
25,864
-1,102
119
$1.15M 0.04%
10,006
+123
120
$1.15M 0.04%
9,437
+477
121
$1.12M 0.04%
9,190
-567
122
$1.11M 0.04%
35,969
+22,200
123
$1.1M 0.04%
4,513
+141
124
$1.09M 0.04%
2,192
+506
125
$1.08M 0.04%
85,550
+18,500
3 4
5
6 7