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
$140M
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$2.53M
3
+$2.31M
4
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$2.04M
5
SLV icon
iShares Silver Trust
SLV
+$1.5M

Top Sells

1
+$5.54M
2
+$2.56M
3
+$1.9M
4
SH icon
ProShares Short S&P500
SH
+$1.37M
5
IPGP icon
IPG Photonics
IPGP
+$978K

Sector Composition

1 Technology 5.95%
2 Healthcare 4.45%
3 Consumer Staples 1.31%
4 Utilities 1.23%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-13,900
77
– –
0
78
– –
-2,872
79
– –
-10,183
80
– –
-33,314
1 2 3
4