CWMA
Capstone Wealth Management (Alabama) Portfolio holdings
AUM
$130M
1-Year Est. Return
12.83%
1 Year Est. Return
+12.83%
AUM
$130M
AUM Growth
+$15.8M
(+14%)
Holding
51
Top Buys
| 1 | +$2.05M | |
| 2 | +$913K | |
| 3 | +$625K | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$579K |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$542K |
Top Sells
| 1 | +$178K | |
| 2 | +$82.4K | |
| 3 | +$47.7K | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$30.6K |
| 5 |
iShares MSCI Intl Value Factor ETF
IVLU
|
+$24.2K |
Sector Composition
| 1 | Technology | 3.5% |
| 2 | Communication Services | 1.09% |
| 3 | Financials | 1.08% |
| 4 | Materials | 1.04% |
| 5 | Healthcare | 0.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Banco Bilbao Vizcaya Argentaria
BBVA
$116B
| – | – |
-11,556
|
|