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JWS

Juncture Wealth Strategies Portfolio holdings

AUM $299M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$2.16M
3
+$1.13M
4
AGN
Allergan plc
AGN
+$795K
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$656K

Top Sells

1
+$9.34M
2
+$8.1M
3
+$5.89M
4
SH icon
ProShares Short S&P500
SH
+$5.46M
5
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$5.4M

Sector Composition

1 Healthcare 6.84%
2 Technology 5.82%
3 Energy 1.35%
4 Communication Services 1.1%
5 Utilities 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,104
77
– –
-4,200
78
– –
-70,990
79
– –
-8,994
80
– –
-14,914
81
– –
-2,475
82
– –
-46,254
83
– –
-6,608
1 2 3
4