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
376
$5.14K 0.01%
+57
377
$5.1K 0.01%
+60
378
$5.06K 0.01%
+95
379
$5.05K 0.01%
+26
380
$4.93K 0.01%
+7
381
$4.85K 0.01%
+98
382
$4.83K 0.01%
+17
383
$4.82K 0.01%
+26
384
$4.77K 0.01%
+55
385
$4.74K 0.01%
+60
386
$4.72K 0.01%
+19
387
$4.69K 0.01%
+22
388
$4.64K 0.01%
+26
389
$4.6K 0.01%
+184
390
$4.57K 0.01%
+25
391
$4.54K 0.01%
+36
392
$4.5K 0.01%
+544
393
$4.48K 0.01%
+60
394
$4.48K 0.01%
+210
395
$4.47K 0.01%
+37
396
$4.37K 0.01%
+82
397
$4.35K 0.01%
+36
398
$4.27K 0.01%
+44
399
$4.22K 0.01%
+23
400
$4.2K 0.01%
+44
14 15
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