We are live on
!
Find out more
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
$239M
AUM Growth
+$164K
(+0.07%)
Holding
101
Top Buys
| 1 | +$6.4M | |
| 2 | +$4.92M | |
| 3 | +$4.87M | |
| 4 |
Vanguard Value ETF
VTV
|
+$3.95M |
| 5 |
KLA
KLAC
|
+$3.8M |
Top Sells
| 1 | +$10.1M | |
| 2 | +$9.58M | |
| 3 | +$4.59M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$4.06M |
| 5 |
Microsoft
MSFT
|
+$2.42M |
Sector Composition
| 1 | Technology | 12.77% |
| 2 | Consumer Discretionary | 1.99% |
| 3 | Healthcare | 1.86% |
| 4 | Communication Services | 1.36% |
| 5 | Energy | 1.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
| – | – |
-161,674
|
|