JSW
Journey Strategic Wealth Portfolio holdings
AUM
$3.08B
This Quarter Return
+10.41%
1 Year Return
+12.57%
3 Year Return
+42.11%
5 Year Return
–
10 Year Return
–
AUM
$961M
AUM Growth
–
Cap. Flow
+$961M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.64%
Holding
211
New
211
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$274M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$167M |
| 3 |
Apple
AAPL
|
$141M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$56.1M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$56M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.41% |
| 2 | Consumer Staples | 4.26% |
| 3 | Financials | 4.13% |
| 4 | Communication Services | 3.06% |
| 5 | Healthcare | 1.06% |
