CPWM
Cardinal Point Wealth Management Portfolio holdings
AUM
$213M
This Quarter Return
+10.81%
1 Year Return
+15.18%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$197M
AUM Growth
–
Cap. Flow
+$197M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
89.91%
Holding
32
New
32
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$49.7M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$33.8M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$22.8M |
| 4 |
ARK Innovation ETF
ARKK
|
$16.1M |
| 5 |
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% |
