CPWMP
Cardinal Point Wealth Management Partners Portfolio holdings
AUM
$329M
1-Year Est. Return
6.55%
1 Year Est. Return
-6.55%
AUM
$329M
AUM Growth
+$39.5M
(+14%)
Holding
84
Top Buys
| 1 | +$5.26M | |
| 2 | +$3.59M | |
| 3 | +$1.98M | |
| 4 |
iShares US Equity Factor ETF
LRGF
|
+$1.68M |
| 5 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$1.48M |
Top Sells
| 1 | +$991K | |
| 2 | +$268K | |
| 3 | +$266K | |
| 4 |
Johnson & Johnson
JNJ
|
+$236K |
| 5 |
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
|
+$236K |
Sector Composition
| 1 | Technology | 1.7% |
| 2 | Financials | 1.4% |
| 3 | Consumer Discretionary | 1.21% |
| 4 | Real Estate | 0.74% |
| 5 | Healthcare | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
lululemon athletica
LULU
$20.4B
| $219K | 0.07% |
+600
|
|
||
77
UnitedHealth
UNH
$330B
| $216K | 0.07% |
457
-59
|
|
||
78
VanEck Gold Miners ETF
GDX
$23.3B
| $204K | 0.06% |
+6,291
|
|
||
79
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
| $201K | 0.06% |
2,190
|
|
||
|
CIM
80
Chimera Investment
CIM
$1.08B
| $71.8K | 0.02% |
4,075
|
|
||
81
ARK Innovation ETF
ARKK
$9.4B
| – | – |
-6,609
|
|
||
|
82
Johnson & Johnson
JNJ
$467B
| – | – |
-1,337
|
|
||
83
Vanguard Health Care ETF
VHT
$16.1B
| – | – |
-813
|
|
||
84
Vanguard High Dividend Yield ETF
VYM
$65.4B
| – | – |
-2,460
|
|