JWS
Juncture Wealth Strategies Portfolio holdings
AUM
$281M
This Quarter Return
+9.36%
1 Year Return
+16.65%
3 Year Return
+50.25%
5 Year Return
+109.93%
10 Year Return
+185.43%
AUM
$129M
AUM Growth
+$129M
(-13%)
Cap. Flow
-$29.4M
Cap. Flow
% of AUM
-22.75%
Top 10 Holdings %
Top 10 Hldgs %
37.5%
Holding
134
New
31
Increased
21
Reduced
69
Closed
13
Top Buys
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$3.78M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$3.74M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$3.61M |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$2.87M |
| 5 |
iShares Global Healthcare ETF
IXJ
|
$2.73M |
Sector Composition
| 1 | Technology | 7.72% |
| 2 | Healthcare | 2.71% |
| 3 | Consumer Discretionary | 1.91% |
| 4 | Industrials | 1.24% |
| 5 | Consumer Staples | 0.94% |
