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
$190M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$1.48M
3
+$1.14M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$1.04M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$969K

Top Sells

1
+$2M
2
+$782K
3
+$632K
4
LLY icon
Eli Lilly
LLY
+$416K
5
MSFT icon
Microsoft
MSFT
+$400K

Sector Composition

1 Technology 9.02%
2 Healthcare 2.87%
3 Consumer Discretionary 1.42%
4 Consumer Staples 1.07%
5 Utilities 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$471K 0.25%
2,038
-1,800
77
$456K 0.24%
7,824
+1,334
78
$456K 0.24%
3,013
+1,109
79
$433K 0.23%
5,300
+400
80
$427K 0.23%
23,726
+818
81
$426K 0.22%
3,400
82
$423K 0.22%
24,434
+7,025
83
$423K 0.22%
5,394
+1,361
84
$401K 0.21%
+8,973
85
$368K 0.19%
15,815
86
$354K 0.19%
10,085
87
$352K 0.19%
+2,598
88
$349K 0.18%
+885
89
$337K 0.18%
1,057
+199
90
$337K 0.18%
783
-645
91
$327K 0.17%
+15,770
92
$326K 0.17%
10,656
+2,344
93
$321K 0.17%
6,700
+1,224
94
$312K 0.16%
+14,033
95
$311K 0.16%
1,104
-1,420
96
$297K 0.16%
5,238
-35,310
97
$294K 0.16%
9,914
98
$289K 0.15%
+1,710
99
$287K 0.15%
4,300
+1,259
100
$283K 0.15%
1,170
1 2 3
4
5