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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
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$12.5M
3
+$10.8M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$10.1M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$9.89M

Top Sells

1
+$2.11M
2
+$835K
3
+$338K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$324K
5
MRK icon
Merck
MRK
+$217K

Sector Composition

1 Technology 13.88%
2 Communication Services 2.29%
3 Consumer Discretionary 2.28%
4 Healthcare 1.4%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19.8K 0.01%
+10,000
77
– –
-2,637
78
– –
-1,147
79
– –
-2,746
80
– –
-5,500
81
– –
-4,000
1 2 3
4