CAWM

Capital A Wealth Management Portfolio holdings

AUM $8.94M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1 +$4.18M
2 +$3.27M
3 +$3.03M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.66M
5
AMZN icon
Amazon
AMZN
+$1.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.78%
2 Financials 8.41%
3 Healthcare 7.1%
4 Consumer Discretionary 5.01%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$21.2K 0.04%
+593
227
$21.1K 0.04%
+210
228
$21K 0.03%
+67
229
$21K 0.03%
+163
230
$20.8K 0.03%
+2,143
231
$20.6K 0.03%
+819
232
$20.2K 0.03%
+706
233
$19.9K 0.03%
+85
234
$19.6K 0.03%
+671
235
$19.5K 0.03%
+201
236
$19.4K 0.03%
+125
237
$19.4K 0.03%
+528
238
$19.3K 0.03%
+1,822
239
$18.9K 0.03%
+3,048
240
$18.5K 0.03%
+64
241
$18.5K 0.03%
+543
242
$18.2K 0.03%
+145
243
$17.8K 0.03%
+63
244
$17.6K 0.03%
+46
245
$17.5K 0.03%
+67
246
$17.4K 0.03%
+189
247
$17.3K 0.03%
+102
248
$17.2K 0.03%
+42
249
$17.1K 0.03%
+125
250
$17K 0.03%
+41