JWS
Juncture Wealth Strategies Portfolio holdings
AUM
$281M
This Quarter Return
+3.14%
1 Year Return
+16.65%
3 Year Return
+50.25%
5 Year Return
+109.93%
10 Year Return
+185.43%
AUM
$178M
AUM Growth
+$178M
(+2.3%)
Cap. Flow
-$9.56M
Cap. Flow
% of AUM
-5.37%
Top 10 Holdings %
Top 10 Hldgs %
46.15%
Holding
89
New
5
Increased
32
Reduced
46
Closed
5
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$9.18M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$4.14M |
| 3 |
SPDR S&P Oil & Gas Equipment & Services ETF
XES
|
$2.52M |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.36M |
| 5 |
iShares MSCI BIC ETF
BKF
|
$1.08M |
Top Sells
Sector Composition
| 1 | Technology | 4.46% |
| 2 | Healthcare | 2.89% |
| 3 | Utilities | 0.89% |
| 4 | Industrials | 0.58% |
| 5 | Energy | 0.51% |
