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
$108M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$5.92M
2 +$3.59M
3 +$2.77M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.99M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$983K

Sector Composition

1 Technology 6.25%
2 Healthcare 4.33%
3 Utilities 1.11%
4 Consumer Staples 1.02%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-12,466
102
-3,117
103
-6,900
104
-8,400