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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
$2.21B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 55%
2 Technology 8.04%
3 Consumer Staples 1.88%
4 Communication Services 0.64%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,629
202
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203
-5,032
204
-3,127
205
-4,335
206
-1,108
207
-1,047
208
-4,824
209
-1,126
210
-926
211
-67,000
212
-18,447
213
-10,000
214
-504
215
-7,243
216
-1,811
217
-1,210
218
-2,273
219
-4,979
220
-2,847
221
-11,064
222
-357
223
-14,256
224
-1,697
225
-10,116