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
301
$11K 0.02%
+364
302
$10.8K 0.02%
+109
303
$10.3K 0.02%
+40
304
$10.3K 0.02%
+599
305
$10.1K 0.02%
+300
306
$10K 0.02%
+153
307
$9.84K 0.02%
+360
308
$9.82K 0.02%
+77
309
$9.76K 0.02%
+199
310
$9.68K 0.02%
+17
311
$9.62K 0.02%
+410
312
$9.28K 0.02%
+42
313
$9.28K 0.02%
+104
314
$9.26K 0.02%
+462
315
$9.13K 0.02%
+36
316
$9.06K 0.02%
+146
317
$9.03K 0.02%
+670
318
$9.02K 0.02%
+239
319
$9.01K 0.02%
+30
320
$9.01K 0.02%
+240
321
$8.92K 0.01%
+205
322
$8.66K 0.01%
+19
323
$8.63K 0.01%
+225
324
$8.49K 0.01%
+170
325
$8.32K 0.01%
+16