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
351
$6.09K 0.01%
+177
352
$6.06K 0.01%
+145
353
$6.05K 0.01%
+26
354
$6.04K 0.01%
+54
355
$6K 0.01%
+172
356
$5.97K 0.01%
+455
357
$5.72K 0.01%
+16
358
$5.71K 0.01%
+101
359
$5.69K 0.01%
+35
360
$5.55K 0.01%
+60
361
$5.54K 0.01%
+44
362
$5.54K 0.01%
+41
363
$5.45K 0.01%
+100
364
$5.44K 0.01%
+29
365
$5.4K 0.01%
+96
366
$5.38K 0.01%
+63
367
$5.29K 0.01%
+38
368
$5.27K 0.01%
+60
369
$5.27K 0.01%
+20
370
$5.21K 0.01%
+629
371
$5.2K 0.01%
+10
372
$5.19K 0.01%
+105
373
$5.18K 0.01%
+60
374
$5.18K 0.01%
+449
375
$5.16K 0.01%
+126
13 14
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