JWS

Juncture Wealth Strategies Portfolio holdings

AUM $299M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
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
+$6.55M
2
+$2.54M
3
+$2.38M
4
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$2.29M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.41M

Top Sells

1
+$5.52M
2
+$2.6M
3
+$1.86M
4
SH icon
ProShares Short S&P500
SH
+$1.4M
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
– –
-15,917
78
– –
-12,847
79
– –
-35,426
80
– –
-14,039
1 2 3
4