CWM
Capital Wealth Management Portfolio holdings
AUM
$268M
This Quarter Return
+4.34%
1 Year Return
+10.11%
3 Year Return
+37.13%
5 Year Return
+58.73%
10 Year Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.5%
Holding
39
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$15.9M |
| 2 |
Vanguard Value ETF
VTV
|
$15.5M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$8.3M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$7.71M |
| 5 |
Vanguard Materials ETF
VAW
|
$7.09M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 0.98% |
| 2 | Technology | 0.91% |
| 3 | Consumer Staples | 0.57% |
| 4 | Energy | 0.4% |
| 5 | Consumer Discretionary | 0.36% |
