JWS
Juncture Wealth Strategies Portfolio holdings
AUM
$281M
This Quarter Return
+3.22%
1 Year Return
+16.65%
3 Year Return
+50.25%
5 Year Return
+109.93%
10 Year Return
+185.43%
AUM
$208M
AUM Growth
–
Cap. Flow
+$208M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.18%
Holding
71
New
71
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$20.1M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$17.7M |
| 3 |
ProShares Short S&P500
SH
|
$11.4M |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$11.4M |
| 5 |
SPDR S&P Homebuilders ETF
XHB
|
$11.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 6.55% |
| 2 | Technology | 5.5% |
| 3 | Energy | 2.28% |
| 4 | Consumer Discretionary | 1.04% |
| 5 | Communication Services | 0.84% |
