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
$133M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$3.17M
2 +$2.51M
3 +$2.32M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.02M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.6M

Top Sells

1 +$1.47M
2 +$770K
3 +$628K
4
PSQ icon
ProShares Short QQQ
PSQ
+$583K
5
VT icon
Vanguard Total World Stock ETF
VT
+$567K

Sector Composition

1 Technology 6.87%
2 Healthcare 4.3%
3 Consumer Staples 1.1%
4 Materials 1.05%
5 Utilities 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,848
102
-26,275
103
-6,263
104
-2,224
105
-16,301
106
-3,736
107
-5,853