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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
$210M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.88%
2 Healthcare 2.48%
3 Consumer Discretionary 1.57%
4 Utilities 0.9%
5 Consumer Staples 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$206K 0.1%
+1,000
127
$204K 0.1%
+9,086
128
$203K 0.1%
+531
129
-15,815
130
-760
131
-2,645
132
-53,198
133
-632
134
-13,134
135
-7,807
136
-7,647
137
-1,710
138
-9,060
139
-12,690
140
-711
141
-10,085
142
-12,250
143
-2,731