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
126
$1.08M 0.04%
15,211
-550
127
$1.07M 0.04%
579
+29
128
$1.06M 0.04%
2,271
+246
129
$1.05M 0.04%
23,123
+896
130
$1.05M 0.04%
25,902
+1,381
131
$1.05M 0.04%
10,401
+264
132
$1.03M 0.04%
142
133
$1.02M 0.04%
1,869
+63
134
$1.02M 0.04%
5,076
+136
135
$1.01M 0.04%
11,199
+318
136
$1.01M 0.04%
21,155
-306
137
$985K 0.03%
17,506
-479
138
$966K 0.03%
15,492
-595
139
$953K 0.03%
4,088
+58
140
$943K 0.03%
14,482
+175
141
$926K 0.03%
19,675
-11,700
142
$903K 0.03%
1,925
+95
143
$898K 0.03%
2,343
+281
144
$880K 0.03%
28,623
+6,155
145
$872K 0.03%
2,800
-211
146
$869K 0.03%
15,082
-10,722
147
$863K 0.03%
9,406
+466
148
$861K 0.03%
4,199
+1,236
149
$843K 0.03%
1,938
+885
150
$843K 0.03%
10,439
+621
4 5
6
7 8