CWMU
Caliber Wealth Management (Utah) Portfolio holdings
AUM
$188M
1-Year Est. Return
29.34%
1 Year Est. Return
+29.34%
AUM
$188M
AUM Growth
+$17.8M
(+10%)
Holding
59
Top Buys
| 1 | +$2.62M | |
| 2 | +$2.25M | |
| 3 | +$1.91M | |
| 4 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$1.81M |
| 5 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$315K |
Top Sells
| 1 | +$888K | |
| 2 | +$448K | |
| 3 | +$399K | |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$297K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$269K |
Sector Composition
| 1 | Technology | 21.2% |
| 2 | Consumer Discretionary | 9.02% |
| 3 | Industrials | 6.57% |
| 4 | Consumer Staples | 5.76% |
| 5 | Healthcare | 5.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.48T
| $471K | 0.25% |
2,682
+193
|
|
||
52
Vanguard S&P 500 ETF
VOO
$769B
| $347K | 0.18% |
721
+89
|
|
||
53
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.2B
| $335K | 0.18% |
841
+4
|
|
||
54
Traeger
COOK
$123M
| $327K | 0.17% |
129,202
-35,896
|
|
||
55
NVIDIA
NVDA
$4.84T
| $304K | 0.16% |
+3,360
|
|
||
56
SoFi Technologies
SOFI
$35.4B
| $280K | 0.15% |
38,344
-5,507
|
|
||
57
Domo
DOMO
$534M
| $151K | 0.08% |
16,980
+2,704
|
|
||
58
Purple Innovation
PRPL
$87.4M
| $57.6K | 0.03% |
33,082
+8,082
|
|
||
59
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| – | – |
-9,719
|
|