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
426
$3.33K 0.01%
+250
427
$3.27K 0.01%
+504
428
$3.23K 0.01%
+23
429
$3.21K 0.01%
+57
430
$3.21K 0.01%
+30
431
$3.19K 0.01%
+140
432
$3.14K 0.01%
+37
433
$3.14K 0.01%
+100
434
$3.09K 0.01%
+85
435
$3.07K 0.01%
+102
436
$3.04K 0.01%
+687
437
$3.04K 0.01%
+39
438
$3.01K 0.01%
+98
439
$2.98K ﹤0.01%
+109
440
$2.9K ﹤0.01%
+215
441
$2.89K ﹤0.01%
+53
442
$2.88K ﹤0.01%
+83
443
$2.86K ﹤0.01%
+64
444
$2.81K ﹤0.01%
+55
445
$2.8K ﹤0.01%
+1,313
446
$2.74K ﹤0.01%
+510
447
$2.7K ﹤0.01%
+65
448
$2.67K ﹤0.01%
+59
449
$2.64K ﹤0.01%
+54
450
$2.62K ﹤0.01%
+74
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