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
126
$1.32M 0.04%
2,594
+669
127
$1.31M 0.04%
3,375
+1,032
128
$1.27M 0.04%
9,425
-46
129
$1.27M 0.04%
6,059
+1,510
130
$1.26M 0.04%
171
+29
131
$1.26M 0.04%
13,489
+9,965
132
$1.24M 0.04%
6,351
-1,776
133
$1.23M 0.04%
10,020
+7,027
134
$1.22M 0.04%
9,644
-362
135
$1.21M 0.04%
13,232
+3,826
136
$1.2M 0.04%
6,059
+1,860
137
$1.19M 0.04%
49,185
+20,630
138
$1.18M 0.04%
5,333
+1,245
139
$1.17M 0.04%
5,181
+936
140
$1.17M 0.04%
21,204
-50,641
141
$1.16M 0.04%
3,495
-198
142
$1.16M 0.04%
10,204
-5,024
143
$1.15M 0.04%
2,180
+472
144
$1.15M 0.04%
10,401
+4,053
145
$1.14M 0.04%
5,555
+2,960
146
$1.14M 0.04%
8,062
+4,399
147
$1.12M 0.04%
10,451
-37
148
$1.12M 0.04%
5,184
+3,985
149
$1.11M 0.04%
5,731
-4,648
150
$1.11M 0.04%
10,729
+328
4 5
6
7 8