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
126
$73.8K 0.12%
+2,275
127
$72.8K 0.12%
+127
128
$72.3K 0.12%
+1,568
129
$72.2K 0.12%
+298
130
$71.9K 0.12%
+930
131
$71.6K 0.12%
+643
132
$71.2K 0.12%
+870
133
$71K 0.12%
+313
134
$69.6K 0.12%
+2,064
135
$69.5K 0.12%
+2,997
136
$67.6K 0.11%
+186
137
$67.3K 0.11%
+625
138
$64K 0.11%
+267
139
$63.8K 0.11%
+2,040
140
$63.6K 0.11%
+322
141
$63.3K 0.11%
+82
142
$60.7K 0.1%
+343
143
$60.6K 0.1%
+115
144
$60.4K 0.1%
+1,390
145
$59.8K 0.1%
+249
146
$59.6K 0.1%
+2,531
147
$57.7K 0.1%
+63
148
$57.7K 0.1%
+730
149
$57.4K 0.1%
+344
150
$56.7K 0.09%
+734
4 5
6
7 8