CAWM

Capital Advisors Wealth Management Portfolio holdings

AUM $701M
1-Year Est. Return 15.59%
This Quarter Est. Return
1 Year Est. Return
+15.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$7.49M
2 +$6M
3 +$2.88M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.51M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.19M

Top Sells

1 +$2.43M
2 +$1.79M
3 +$1.58M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.02M
5
GS icon
Goldman Sachs
GS
+$927K

Sector Composition

1 Technology 6.14%
2 Financials 4.09%
3 Consumer Discretionary 2.4%
4 Communication Services 1.91%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,838
152
-2,864
153
-29,120