JWS
Juncture Wealth Strategies Portfolio holdings
AUM
$281M
This Quarter Return
+2.1%
1 Year Return
+16.65%
3 Year Return
+50.25%
5 Year Return
+109.93%
10 Year Return
+185.43%
AUM
$191M
AUM Growth
+$191M
(+2.3%)
Cap. Flow
+$2.41M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
39.77%
Holding
114
New
7
Increased
44
Reduced
56
Closed
6
Top Buys
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$5.33M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$4.23M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$1.77M |
| 4 |
SPDR S&P Metals & Mining ETF
XME
|
$1.61M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$1.47M |
Sector Composition
| 1 | Technology | 3.97% |
| 2 | Healthcare | 2.27% |
| 3 | Utilities | 0.68% |
| 4 | Energy | 0.65% |
| 5 | Industrials | 0.63% |
