JWS
Juncture Wealth Strategies Portfolio holdings
AUM
$281M
This Quarter Return
-2.9%
1 Year Return
+16.65%
3 Year Return
+50.25%
5 Year Return
+109.93%
10 Year Return
+185.43%
AUM
$201M
AUM Growth
+$201M
(-1.1%)
Cap. Flow
+$5.35M
Cap. Flow
% of AUM
2.67%
Top 10 Holdings %
Top 10 Hldgs %
46.79%
Holding
119
New
12
Increased
52
Reduced
38
Closed
15
Top Buys
| 1 |
Schwab US REIT ETF
SCHH
|
$3.57M |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
$3.36M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.56M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.54M |
| 5 |
ProShares UltraShort QQQ
QID
|
$1.53M |
Top Sells
Sector Composition
| 1 | Technology | 3.72% |
| 2 | Healthcare | 1.36% |
| 3 | Consumer Discretionary | 1.24% |
| 4 | Utilities | 1.05% |
| 5 | Financials | 0.75% |
