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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
+$337K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$5M
3
+$5M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$3.06M
5
TWM icon
ProShares UltraShort Russell2000
TWM
+$2.49M

Top Sells

1
+$5.17M
2
+$4.42M
3
+$4.25M
4
EPOL icon
iShares MSCI Poland ETF
EPOL
+$3.31M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.19M

Sector Composition

1 Technology 8.65%
2 Healthcare 2%
3 Consumer Discretionary 1.38%
4 Utilities 0.97%
5 Materials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-531
127
– –
-617
128
– –
-16,950
129
– –
-14,404
130
– –
-3,054
131
– –
-1,278
132
– –
-6,366
133
– –
-113,099
134
– –
-2,069
135
– –
-10,555
136
– –
-4,575
137
– –
-4,310
138
– –
-3,115
2 3 4 5
6