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
151
$53.7K 0.09%
+1,269
152
$53.5K 0.09%
+444
153
$52.4K 0.09%
+376
154
$52.2K 0.09%
+815
155
$51.7K 0.09%
+1,090
156
$50.1K 0.08%
+347
157
$49K 0.08%
+417
158
$48.7K 0.08%
+1,971
159
$47.8K 0.08%
+474
160
$45.4K 0.08%
+392
161
$44.5K 0.07%
+1,076
162
$44.3K 0.07%
+191
163
$44.1K 0.07%
+458
164
$43.1K 0.07%
+866
165
$42.7K 0.07%
+96
166
$42.1K 0.07%
+540
167
$39.9K 0.07%
+696
168
$39.8K 0.07%
+1,042
169
$39.7K 0.07%
+172
170
$39K 0.06%
+920
171
$38.4K 0.06%
+371
172
$37.3K 0.06%
+135
173
$37.3K 0.06%
+89
174
$36.3K 0.06%
+980
175
$35.7K 0.06%
+123