CAWM
Capital Advisors Wealth Management Portfolio holdings
AUM
$636M
This Quarter Return
+3.58%
1 Year Return
+14.09%
3 Year Return
+51.1%
5 Year Return
–
10 Year Return
–
AUM
$232M
AUM Growth
–
Cap. Flow
+$232M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.47% |
| 2 | Financials | 3.1% |
| 3 | Communication Services | 1.81% |
| 4 | Consumer Discretionary | 1.59% |
| 5 | Consumer Staples | 1.15% |
