JSW

Journey Strategic Wealth Portfolio holdings

AUM $3.08B
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$961M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$274M
2 +$167M
3 +$141M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$56.1M
5
IJR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$106K 0.01%
+10,864
202
$106K 0.01%
+12,491
203
$81K 0.01%
+10,360
204
$80K 0.01%
+13,438
205
$79K 0.01%
+5,319
206
$73K 0.01%
+14,000
207
$63K 0.01%
+13,487
208
$54K 0.01%
+42,301
209
$24K ﹤0.01%
+2,334
210
$5K ﹤0.01%
+286
211
0