CPWM

Cardinal Point Wealth Management Portfolio holdings

AUM $213M
1-Year Est. Return 15.18%
This Quarter Est. Return
1 Year Est. Return
+15.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$49.7M
2
+$33.8M
3
+$22.8M
4
ARKK icon
ARK Innovation ETF
ARKK
+$16.1M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$11.1M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 2.02%
2 Financials 1.48%
3 Technology 1.22%
4 Real Estate 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$378K 0.19%
+7,232
27
$378K 0.19%
+6,200
28
$349K 0.18%
+4,035
29
$348K 0.18%
+6,954
30
$319K 0.16%
+1,960
31
$304K 0.15%
+2,980
32
$232K 0.12%
+1,935
1
2