CFW

CA Family Wealth Portfolio holdings

AUM $94.9M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1 +$87.2M
2 +$5.26M
3 +$4.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.03M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 61.44%
2 Technology 6.01%
3 Financials 5.42%
4 Industrials 3.46%
5 Energy 2.94%