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
$258M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$893K
2 +$728K
3 +$653K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$643K
5
IOT icon
Samsara
IOT
+$488K

Top Sells

1 +$1.01M
2 +$918K
3 +$557K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$361K
5
HUBS icon
HubSpot
HUBS
+$331K

Sector Composition

1 Technology 5.41%
2 Healthcare 3.71%
3 Financials 1.6%
4 Industrials 1.08%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,698
127
-1,405
128
-1,446