JWS
Juncture Wealth Strategies Portfolio holdings
AUM
$281M
This Quarter Return
-0.39%
1 Year Return
+16.65%
3 Year Return
+50.25%
5 Year Return
+109.93%
10 Year Return
+185.43%
AUM
$144M
AUM Growth
+$144M
(-2.6%)
Cap. Flow
-$1.02M
Cap. Flow
% of AUM
-0.71%
Top 10 Holdings %
Top 10 Hldgs %
42.17%
Holding
90
New
10
Increased
32
Reduced
38
Closed
10
Top Buys
| 1 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$3.43M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$2.34M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$1.27M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$1.22M |
| 5 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$1.09M |
Top Sells
| 1 |
iShare MSCI Eurozone ETF
EZU
|
$2.51M |
| 2 |
SPDR S&P Homebuilders ETF
XHB
|
$2.38M |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
$1.57M |
| 4 |
VanEck Gold Miners ETF
GDX
|
$1.43M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.14M |
Sector Composition
| 1 | Technology | 4.84% |
| 2 | Healthcare | 2.94% |
| 3 | Utilities | 1.27% |
| 4 | Energy | 0.92% |
| 5 | Consumer Staples | 0.82% |
