CFW
CA Family Wealth Portfolio holdings
AUM $94.9M
This Quarter Return
+17.21%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.71%
Holding
144
New
144
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Fulgent Genetics
FLGT
|
+$87.2M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
+$5.26M |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$4.11M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$3.15M |
| 5 |
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% |
