JWS
Juncture Wealth Strategies Portfolio holdings
AUM
$298M
1-Year Est. Return
17.69%
1 Year Est. Return
+17.69%
AUM
$281M
AUM Growth
+$24.1M
(+9.3%)
Holding
133
Top Buys
| 1 | +$11.3M | |
| 2 | +$4.64M | |
| 3 | +$1.09M | |
| 4 |
Invesco KBW Bank ETF
KBWB
|
+$1.06M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.06M |
Top Sells
| 1 | +$3.18M | |
| 2 | +$2.87M | |
| 3 | +$2.44M | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$1.47M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.26M |
Sector Composition
| 1 | Technology | 4.15% |
| 2 | Healthcare | 2.34% |
| 3 | Financials | 1.77% |
| 4 | Industrials | 1.61% |
| 5 | Consumer Discretionary | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
United Parcel Service
UPS
$73.2B
| – | – |
-4,124
|
|
||
127
ProShares UltraShort Russell2000
TWM
$31.7M
| – | – |
-21,340
|
|
||
128
Sonoco
SON
$3.95B
| – | – |
-5,951
|
|
||
129
ProShares UltraShort S&P500
SDS
$475M
| – | – |
-148,061
|
|
||
130
iShares US Home Construction ETF
ITB
$3.15B
| – | – |
-6,624
|
|
||
131
General Mills
GIS
$25.8B
| – | – |
-6,674
|
|
||
132
Energy Recovery
ERII
$892M
| – | – |
-11,211
|
|
||
133
Conagra Brands
CAG
$8.88B
| – | – |
-15,372
|
|