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
$232M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$4.63M
3 +$3.01M
4
CPRX icon
Catalyst Pharmaceutical
CPRX
+$1.33M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.1M

Top Sells

1 +$11M
2 +$6.53M
3 +$3.02M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.11M
5
IYE icon
iShares US Energy ETF
IYE
+$995K

Sector Composition

1 Technology 5.57%
2 Healthcare 3.15%
3 Financials 1.12%
4 Industrials 0.86%
5 Energy 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-13,100
127
-11,771
128
-5,771
129
-193,659