CWMA
Capstone Wealth Management (Alabama) Portfolio holdings
AUM
$114M
This Quarter Return
-1.3%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.46%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$14.7M |
| 2 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
$12M |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
$11.6M |
| 4 |
Dimensional International Value ETF
DFIV
|
$9.46M |
| 5 |
Dimensional US Equity ETF
DFUS
|
$8.32M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.95% |
| 2 | Financials | 1.29% |
| 3 | Materials | 1.15% |
| 4 | Communication Services | 0.89% |
| 5 | Healthcare | 0.77% |
