CAWM
Capital Advisors Wealth Management Portfolio holdings
AUM
$745M
1-Year Est. Return
17.56%
This Fund
S&P 500
1 Year Est. Return
+17.56%
AUM
$745M
AUM Growth
+$10.5M
(+1.4%)
Holding
228
Top Buys
| 1 | +$14M | |
| 2 | +$13.8M | |
| 3 | +$7.54M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$4.77M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$4.37M |
Top Sells
| 1 | +$13.2M | |
| 2 | +$7.4M | |
| 3 | +$5.36M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$4.57M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.58M |
Sector Composition
| 1 | Technology | 6.68% |
| 2 | Financials | 3.71% |
| 3 | Communication Services | 2.85% |
| 4 | Consumer Discretionary | 1.99% |
| 5 | Consumer Staples | 1.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
iShares 20+ Year Treasury Bond ETF
TLT
$42.5B
| – | – |
-4,405
|
|
||
227
State Street Financial Select Sector SPDR ETF
XLF
$51.5B
| – | – |
-4,378
|
|
||
|
BTC
228
Grayscale Bitcoin Mini Trust ETF
BTC
$3.33B
| – | – |
-5,668
|
|