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
276
$14.4K 0.02%
+14
277
$14.2K 0.02%
+160
278
$14K 0.02%
+583
279
$13.8K 0.02%
+794
280
$13.8K 0.02%
+192
281
$13.5K 0.02%
+226
282
$13.3K 0.02%
+161
283
$13K 0.02%
+62
284
$12.8K 0.02%
+476
285
$12.6K 0.02%
+26
286
$12.5K 0.02%
+18
287
$12.5K 0.02%
+140
288
$12.5K 0.02%
+293
289
$12.3K 0.02%
+61
290
$12.2K 0.02%
+483
291
$12.1K 0.02%
+200
292
$12K 0.02%
+142
293
$11.8K 0.02%
+576
294
$11.8K 0.02%
+139
295
$11.2K 0.02%
+500
296
$11.2K 0.02%
+400
297
$11.1K 0.02%
+181
298
$11.1K 0.02%
+124
299
$11.1K 0.02%
+26
300
$11.1K 0.02%
+143
10 11
12
13 14