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CW
Cabot-Wellington Portfolio holdings
AUM
$338M
1-Year Est. Return
18.04%
This Fund
S&P 500
1 Year Est. Return
+18.04%
AUM
$338M
AUM Growth
+$26.2M
(+8.4%)
Holding
5
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard Total Stock Market ETF
VTI
$661B
| $250M | 73.94% |
779,153
+111,899
|
|
||
2
iShares Core MSCI EAFE ETF
IEFA
$184B
| $64.4M | 19.04% |
711,044
-26,196
|
|
||
3
iShares Core MSCI Emerging Markets ETF
IEMG
$164B
| $22.1M | 6.53% |
316,527
+11,129
|
|
||
4
Vanguard Small-Cap ETF
VB
$80.1B
| $1.4M | 0.41% |
5,354
+7
|
|
||
5
Vanguard Total World Stock ETF
VT
$76.3B
| $257K | 0.08% |
1,859
|
|