CPWMP
Cardinal Point Wealth Management Partners Portfolio holdings
AUM
$329M
This Quarter Return
+6.1%
1 Year Return
-6.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$329M
AUM Growth
+$329M
(+14%)
Cap. Flow
+$23.1M
Cap. Flow
% of AUM
7%
Top 10 Holdings %
Top 10 Hldgs %
81.68%
Holding
84
New
15
Increased
30
Reduced
14
Closed
4
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$5.26M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$3.59M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.98M |
| 4 |
iShares US Equity Factor ETF
LRGF
|
$1.68M |
| 5 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$1.48M |
Top Sells
Sector Composition
| 1 | Technology | 1.7% |
| 2 | Financials | 1.4% |
| 3 | Consumer Discretionary | 1.21% |
| 4 | Real Estate | 0.74% |
| 5 | Healthcare | 0.32% |
