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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
$114M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$1.2M
3 +$1.17M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$940K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$785K

Sector Composition

1 Technology 6.39%
2 Healthcare 3.68%
3 Consumer Staples 1.18%
4 Utilities 1.12%
5 Energy 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
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102
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104
-6,688
105
-4,437
106
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107
-4,942
108
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110
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111
-3,349
112
-11,054
113
-1,993