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CWMGP
Capstone Wealth Management Group (Pennsylvania) Portfolio holdings
AUM
$239M
1-Year Est. Return
18.48%
This Fund
S&P 500
1 Year Est. Return
+18.48%
AUM
$187M
AUM Growth
+$18M
(+11%)
Holding
79
Top Buys
| 1 | +$11.7M | |
| 2 | +$6.39M | |
| 3 | +$2.09M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.63M |
| 5 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$1.51M |
Top Sells
| 1 | +$4.78M | |
| 2 | +$4.29M | |
| 3 | +$3.1M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$3.08M |
| 5 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$1.19M |
Sector Composition
| 1 | Technology | 12.56% |
| 2 | Consumer Discretionary | 3.82% |
| 3 | Healthcare | 2.63% |
| 4 | Communication Services | 2.17% |
| 5 | Consumer Staples | 1.73% |