CWMU
Caliber Wealth Management (Utah) Portfolio holdings
AUM
$188M
This Quarter Return
+15.57%
1 Year Return
+29.34%
3 Year Return
+36.47%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.21%
Holding
71
New
71
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$8.77M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$4.18M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$3.41M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$3.24M |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$2.94M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.25% |
| 2 | Consumer Discretionary | 11.24% |
| 3 | Communication Services | 7.41% |
| 4 | Financials | 5.94% |
| 5 | Healthcare | 4.42% |
