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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
$175M
AUM Growth
-$11.5M
(-6.2%)
Holding
82
Top Buys
| 1 | +$6.41M | |
| 2 | +$4.48M | |
| 3 | +$3.64M | |
| 4 |
Simplify Short Term Treasury Futures Strategy ETF
TUA
|
+$3.25M |
| 5 |
Goldman Sachs Physical Gold ETF Shares
AAAU
|
+$2.66M |
Top Sells
| 1 | +$5.58M | |
| 2 | +$3.22M | |
| 3 | +$2.88M | |
| 4 |
State Street SPDR S&P Dividend ETF
SDY
|
+$1.94M |
| 5 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$1.65M |
Sector Composition
| 1 | Technology | 10.29% |
| 2 | Consumer Discretionary | 2.63% |
| 3 | Healthcare | 2.34% |
| 4 | Communication Services | 1.45% |
| 5 | Financials | 1.25% |