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
401
$4.16K 0.01%
+268
402
$4.11K 0.01%
+181
403
$4.11K 0.01%
+181
404
$4.04K 0.01%
+159
405
$3.98K 0.01%
+305
406
$3.98K 0.01%
+95
407
$3.98K 0.01%
+74
408
$3.95K 0.01%
+45
409
$3.93K 0.01%
+170
410
$3.86K 0.01%
+64
411
$3.77K 0.01%
+374
412
$3.71K 0.01%
+77
413
$3.69K 0.01%
+10
414
$3.68K 0.01%
+37
415
$3.67K 0.01%
+46
416
$3.66K 0.01%
+16
417
$3.64K 0.01%
+148
418
$3.54K 0.01%
+84
419
$3.54K 0.01%
+16
420
$3.52K 0.01%
+529
421
$3.48K 0.01%
+54
422
$3.48K 0.01%
+23
423
$3.48K 0.01%
+12
424
$3.4K 0.01%
+400
425
$3.35K 0.01%
+17
15 16
17
18 19