CWMGP

Capstone Wealth Management Group (Pennsylvania) Portfolio holdings

AUM $104M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$10.9M
3 +$10.1M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$9.82M
5
SPSB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$223K 0.18%
+831
77
$213K 0.17%
+606
78
$210K 0.17%
+4,035
79
$203K 0.17%
+4,869
80
$202K 0.16%
+6,870