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JWS
Juncture Wealth Strategies Portfolio holdings
AUM
$299M
1-Year Est. Return
19.48%
This Fund
S&P 500
1 Year Est. Return
+19.48%
AUM
$201M
AUM Growth
-$2.16M
(-1.1%)
Holding
119
Top Buys
| 1 | +$4.13M | |
| 2 | +$3.69M | |
| 3 | +$1.72M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.62M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.56M |
Top Sells
| 1 | +$3.31M | |
| 2 | +$1.59M | |
| 3 | +$1.44M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.2M |
| 5 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$1.06M |
Sector Composition
| 1 | Technology | 3.72% |
| 2 | Healthcare | 1.36% |
| 3 | Consumer Discretionary | 1.24% |
| 4 | Utilities | 1.05% |
| 5 | Financials | 0.75% |