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JWS

Juncture Wealth Strategies Portfolio holdings

AUM $299M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$2.18M
3
+$2.05M
4
URA icon
Global X Uranium ETF
URA
+$1.39M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.34M

Top Sells

1
+$11M
2
+$4.4M
3
+$2.82M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$2.23M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.09M

Sector Composition

1 Technology 6.12%
2 Healthcare 1.79%
3 Financials 1.3%
4 Energy 0.96%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$213K 0.1%
+5,013
102
$208K 0.09%
+2,019
103
$208K 0.09%
11,771
-27,454
104
$184K 0.08%
10,947
-140
105
$148K 0.07%
10,906
106
– –
-7,328
107
– –
-10,206
108
– –
-650,630
109
– –
-16,020
110
– –
-23,703
111
– –
-5,086
112
– –
-49,914
113
– –
-36,164
114
– –
-3,771
115
– –
-3,987
116
– –
-20,009
117
– –
-6,325
118
– –
-16,930
119
– –
-40,356
120
– –
-9,264
121
– –
-8,763
1 2 3 4
5