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
$159M
AUM Growth
+$945K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$8.12M
2 +$2.97M
3 +$2.38M
4
USO icon
United States Oil Fund
USO
+$1.87M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$1.86M

Top Sells

1 +$8.72M
2 +$2.8M
3 +$2.6M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.28M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.61M

Sector Composition

1 Technology 7.02%
2 Healthcare 4.14%
3 Consumer Staples 1.22%
4 Utilities 1.07%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,499