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
$174M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Sells

1 +$9.76M
2 +$7.38M
3 +$1.87M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.75M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$1.71M

Sector Composition

1 Technology 9.63%
2 Healthcare 4%
3 Consumer Staples 1.42%
4 Consumer Discretionary 0.94%
5 Utilities 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$229K 0.13%
+1,380
102
$223K 0.13%
4,098
-4,322
103
$217K 0.12%
2,501
-659
104
$216K 0.12%
2,071
-16,801
105
$215K 0.12%
6,486
+16
106
$206K 0.12%
3,118
-23,994
107
$204K 0.12%
1,535
-380
108
$201K 0.12%
+1,059
109
$158K 0.09%
2,645
-16
110
-5,479
111
-16,215
112
-45,314
113
-20,239
114
-2,647
115
-7,522
116
-2,124
117
-9,457
118
-5,692
119
-8,555
120
-5,200
121
-6,500
122
-9,200
123
-2,789
124
-5,288
125
-2,285