CWM
Capital Wealth Management Portfolio holdings
AUM
$268M
This Quarter Return
+8.43%
1 Year Return
+10.11%
3 Year Return
+37.13%
5 Year Return
+58.73%
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
(+7.6%)
Cap. Flow
-$1.26M
Cap. Flow
% of AUM
-0.64%
Top 10 Holdings %
Top 10 Hldgs %
70.88%
Holding
41
New
–
Increased
13
Reduced
23
Closed
–
Top Buys
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$1.21M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$1.09M |
| 3 |
SPDR S&P North American Natural Resources ETF
NANR
|
$1.02M |
| 4 |
NVIDIA
NVDA
|
$103K |
| 5 |
iShares Convertible Bond ETF
ICVT
|
$43.9K |
Top Sells
Sector Composition
| 1 | Technology | 1.55% |
| 2 | Consumer Discretionary | 0.63% |
| 3 | Real Estate | 0.26% |
| 4 | Healthcare | 0.18% |
| 5 | Energy | 0.12% |
