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
$130M
AUM Growth
+$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$1.15M
2 +$1.01M
3 +$839K
4
ABMD
Abiomed Inc
ABMD
+$765K
5
OSPN icon
OneSpan
OSPN
+$734K

Top Sells

1 +$1.18M
2 +$849K
3 +$779K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$648K
5
AXON icon
Axon Enterprise
AXON
+$611K

Sector Composition

1 Technology 9.15%
2 Healthcare 5.07%
3 Utilities 1.29%
4 Communication Services 1.26%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0
77
-2,150
78
-2,897
79
-3,124
80
-14,160
81
-8,190