JWS
Juncture Wealth Strategies Portfolio holdings
AUM
$281M
This Quarter Return
-4.37%
1 Year Return
+16.65%
3 Year Return
+50.25%
5 Year Return
+109.93%
10 Year Return
+185.43%
AUM
$122M
AUM Growth
+$122M
(-0.04%)
Cap. Flow
+$5.87M
Cap. Flow
% of AUM
4.81%
Top 10 Holdings %
Top 10 Hldgs %
51.36%
Holding
77
New
6
Increased
42
Reduced
24
Closed
4
Top Buys
| 1 |
iShares Global Financials ETF
IXG
|
$944K |
| 2 |
Protolabs
PRLB
|
$863K |
| 3 |
iShare MSCI Eurozone ETF
EZU
|
$861K |
| 4 |
ProShares Short Russell2000
RWM
|
$849K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$729K |
Top Sells
| 1 |
ProShares Short QQQ
PSQ
|
$1.32M |
| 2 |
iShares Global Utilities ETF
JXI
|
$805K |
| 3 |
ProShares Short S&P500
SH
|
$701K |
| 4 |
Alkermes
ALKS
|
$688K |
| 5 |
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% |