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
$163M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$2.96M
3
+$1.22M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.12M
5
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$1.06M

Top Sells

1
+$2.86M
2
+$1.74M
3
+$1.22M
4
IAU icon
iShares Gold Trust
IAU
+$892K
5
SNCR icon
Synchronoss Technologies
SNCR
+$522K

Sector Composition

1 Technology 4.93%
2 Healthcare 3.08%
3 Utilities 1.11%
4 Energy 0.82%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$261K 0.16%
3,100
+200
77
$253K 0.16%
10,551
-37,201
78
$241K 0.15%
+3,973
79
$234K 0.14%
+3,563
80
$234K 0.14%
+3,379
81
$233K 0.14%
+6,795
82
$232K 0.14%
+6,540
83
$203K 0.12%
4,184
-248
84
– –
-8,000
85
– –
-34,976
86
– –
-1,514
87
– –
-21,089
1 2 3
4