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
551
$1.08K ﹤0.01%
+14
552
$1.07K ﹤0.01%
+8
553
$1.07K ﹤0.01%
+16
554
$1.06K ﹤0.01%
+6
555
$1.05K ﹤0.01%
+33
556
$1.05K ﹤0.01%
+12
557
$1.04K ﹤0.01%
+7
558
$1.03K ﹤0.01%
+6
559
$1.03K ﹤0.01%
+47
560
$1.02K ﹤0.01%
+17
561
$1.02K ﹤0.01%
+5
562
$1.01K ﹤0.01%
+7
563
$988 ﹤0.01%
+22
564
$975 ﹤0.01%
+20
565
$962 ﹤0.01%
+17
566
$947 ﹤0.01%
+2
567
$943 ﹤0.01%
+1
568
$937 ﹤0.01%
+4
569
$916 ﹤0.01%
+19
570
$915 ﹤0.01%
+6
571
$909 ﹤0.01%
+10
572
$905 ﹤0.01%
+10
573
$895 ﹤0.01%
+25
574
$880 ﹤0.01%
+34
575
$866 ﹤0.01%
+100
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