CWMU

Caliber Wealth Management (Utah) Portfolio holdings

AUM $188M
1-Year Est. Return 29.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$5.46M
3
+$4.28M
4
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$4.2M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.6M

Top Sells

1
+$12M
2
+$5.64M
3
+$3.28M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.9M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.5M

Sector Composition

1 Technology 16.28%
2 Consumer Discretionary 10.05%
3 Industrials 7.17%
4 Healthcare 6.96%
5 Consumer Staples 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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