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
251
$16.8K 0.03%
+290
252
$16.6K 0.03%
+186
253
$16.5K 0.03%
+130
254
$16.5K 0.03%
+493
255
$16.3K 0.03%
+476
256
$16.3K 0.03%
+405
257
$16.2K 0.03%
+517
258
$16.2K 0.03%
+471
259
$16.1K 0.03%
+186
260
$16.1K 0.03%
+209
261
$16K 0.03%
+71
262
$16K 0.03%
+384
263
$16K 0.03%
+651
264
$15.8K 0.03%
+403
265
$15.6K 0.03%
+161
266
$15.5K 0.03%
+202
267
$15.5K 0.03%
+613
268
$15.1K 0.03%
+209
269
$15K 0.03%
+254
270
$14.9K 0.02%
+582
271
$14.8K 0.02%
+45
272
$14.7K 0.02%
+664
273
$14.7K 0.02%
+67
274
$14.5K 0.02%
+435
275
$14.4K 0.02%
+74