JWS

Juncture Wealth Strategies Portfolio holdings

AUM $298M
1-Year Est. Return 17.69%
This Quarter Est. Return
1 Year Est. Return
+17.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$2.96M
3
+$1.22M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.12M
5
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$1.06M

Top Sells

1
+$2.86M
2
+$1.74M
3
+$1.22M
4
IAU icon
iShares Gold Trust
IAU
+$892K
5
SNCR icon
Synchronoss Technologies
SNCR
+$522K

Sector Composition

1 Technology 4.93%
2 Healthcare 3.08%
3 Utilities 1.11%
4 Energy 0.82%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$829K 0.51%
15,812
+4,987
52
$804K 0.49%
10,360
+3,924
53
$797K 0.49%
28,403
-387
54
$791K 0.49%
28,157
+16,430
55
$691K 0.42%
8,671
+3,134
56
$676K 0.42%
13,400
-500
57
$675K 0.41%
14,700
+3,700
58
$671K 0.41%
25,400
+6,100
59
$670K 0.41%
29,385
+2,172
60
$658K 0.4%
13,200
+800
61
$614K 0.38%
7,697
+3,291
62
$602K 0.37%
5,523
+106
63
$571K 0.35%
8,500
-900
64
$546K 0.34%
15,037
+1,697
65
$545K 0.34%
14,163
-2,062
66
$543K 0.33%
70,805
+7,255
67
$541K 0.33%
4,757
+1,647
68
$522K 0.32%
4,945
-1,302
69
$431K 0.26%
3,762
+1,237
70
$395K 0.24%
4,668
-954
71
$332K 0.2%
+5,157
72
$319K 0.2%
3,696
+878
73
$292K 0.18%
2,406
-89
74
$278K 0.17%
5,280
-1,520
75
$263K 0.16%
4,805
-185
1 2
3
4