CPWMP
Cardinal Point Wealth Management Partners Portfolio holdings
AUM
$329M
This Quarter Return
+4.58%
1 Year Return
-6.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$290M
AUM Growth
+$290M
(+38%)
Cap. Flow
+$73.9M
Cap. Flow
% of AUM
25.52%
Top 10 Holdings %
Top 10 Hldgs %
83.2%
Holding
70
New
21
Increased
25
Reduced
9
Closed
1
Top Buys
| 1 |
iShares US Equity Factor ETF
LRGF
|
$20.4M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$17.6M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$13.7M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$6.8M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$6.19M |
Top Sells
Sector Composition
| 1 | Technology | 1.47% |
| 2 | Financials | 1.46% |
| 3 | Consumer Discretionary | 0.77% |
| 4 | Real Estate | 0.74% |
| 5 | Healthcare | 0.42% |
