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
101
$1.79M 0.06%
54,419
+18,450
102
$1.76M 0.06%
7,639
+2,425
103
$1.75M 0.06%
22,146
+6,930
104
$1.74M 0.06%
35,203
+9,339
105
$1.74M 0.06%
11,967
+848
106
$1.74M 0.06%
23,908
-1,601
107
$1.73M 0.06%
16,242
-358
108
$1.7M 0.06%
8,329
+1,331
109
$1.68M 0.05%
6,158
+1,210
110
$1.66M 0.05%
9,142
-3,370
111
$1.63M 0.05%
60,621
+1,919
112
$1.59M 0.05%
9,198
-1,844
113
$1.58M 0.05%
2,009
+810
114
$1.57M 0.05%
79,317
+1,235
115
$1.54M 0.05%
7,034
+2,521
116
$1.53M 0.05%
2,821
+1,133
117
$1.51M 0.05%
5,401
+2,601
118
$1.49M 0.05%
34,444
+11,321
119
$1.48M 0.05%
12,024
+2,587
120
$1.48M 0.05%
8,910
+328
121
$1.41M 0.05%
4,636
+50
122
$1.41M 0.05%
20,297
+5,086
123
$1.41M 0.05%
6,416
+2,273
124
$1.37M 0.04%
37,308
-2,280
125
$1.32M 0.04%
3,254
+1,062
3 4
5
6 7