JWS

Juncture Wealth Strategies Portfolio holdings

AUM $304M
1-Year Est. Return 17.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.97%
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 +$1.26M
2 +$817K
3 +$739K
4
ALKS icon
Alkermes
ALKS
+$688K
5
SH icon
ProShares Short S&P500
SH
+$672K

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
-10,700
77
0