CAWM
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Capital A Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Capital A Wealth Management’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$32.7K Sell
568
-128
-18% -$7.37K 0.03% 183
2024
Q4 		$39.9K Buy
+696
New +$39.9K 0.07% 167