CWMGP
Capstone Wealth Management Group (Pennsylvania) Portfolio holdings
AUM
$104M
This Quarter Return
+9.58%
1 Year Return
+13.72%
3 Year Return
+52.78%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.33%
Holding
80
New
80
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$11.1M |
| 2 |
Invesco QQQ Trust
QQQ
|
$10.9M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$10.1M |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$9.83M |
| 5 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$5.76M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.47% |
| 2 | Consumer Discretionary | 4.07% |
| 3 | Communication Services | 2.34% |
| 4 | Healthcare | 2.13% |
| 5 | Consumer Staples | 1.96% |
