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
$122M
AUM Growth
-$47K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$1.32M
2 +$805K
3 +$701K
4
ALKS icon
Alkermes
ALKS
+$688K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$676K

Sector Composition

1 Technology 6.91%
2 Healthcare 5.52%
3 Utilities 1.33%
4 Communication Services 1.26%
5 Industrials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0
77
-10,700