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
$145M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.26M
3
+$633K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$629K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$547K

Top Sells

1
+$726K
2
+$640K
3
+$599K
4
CYBR icon
CyberArk
CYBR
+$529K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$499K

Sector Composition

1 Technology 7.01%
2 Healthcare 4.48%
3 Consumer Staples 1.2%
4 Industrials 1.04%
5 Utilities 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$175K 0.12%
+11,200
102
– –
-10,553
103
– –
-5,532
104
– –
-16,544
105
– –
-7,066
106
– –
-3,081
107
– –
-9,433
108
– –
-12,355
109
– –
-5,329
110
– –
-12,580
1 2 3 4
5