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
$562M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$6.63M
2 +$5.42M
3 +$3.04M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.29M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.21M

Top Sells

1 +$5.17M
2 +$4.48M
3 +$2.59M
4
NVO icon
Novo Nordisk
NVO
+$1.31M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.13M

Sector Composition

1 Technology 8.11%
2 Financials 4.5%
3 Consumer Discretionary 2.76%
4 Communication Services 2.52%
5 Consumer Staples 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$252K 0.04%
+766
152
$251K 0.04%
4,917
-405
153
$247K 0.04%
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154
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157
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161
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166
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170
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172
$100K 0.02%
10,113
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173
$77.1K 0.01%
35,055
+3,255
174
-1,431
175
-9,738