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
151
$836K 0.03%
1,688
+649
152
$836K 0.03%
2,631
-6,263
153
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8,727
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154
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+200
155
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3,905
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156
$826K 0.03%
11,539
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157
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159
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5,210
+1,278
160
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161
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15,448
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162
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163
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10,548
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164
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165
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166
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167
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169
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170
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171
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38,054
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172
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28,555
+3,210
173
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49,971
+7,400
174
$722K 0.03%
7,778
+322
175
$719K 0.03%
5,417
+519
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8 9