CPWMP
Cardinal Point Wealth Management Partners Portfolio holdings
AUM
$329M
This Quarter Return
+4.54%
1 Year Return
-6.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$231M
AUM Growth
–
Cap. Flow
+$231M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.09%
Holding
49
New
49
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$67.2M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$38.8M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$15.5M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$11.9M |
| 5 |
iShares Gold Trust
IAU
|
$11.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 2.37% |
| 2 | Financials | 1.72% |
| 3 | Technology | 1.17% |
| 4 | Real Estate | 1.16% |
| 5 | Consumer Staples | 0.17% |
