CSWG

Cardinal Strategic Wealth Guidance Portfolio holdings

AUM $347M
1-Year Est. Return 12.6%
This Quarter Est. Return
1 Year Est. Return
+12.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.31%
2 Technology 6.58%
3 Healthcare 4.75%
4 Industrials 3.66%
5 Communication Services 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$269K 0.23%
+6,065
52
$237K 0.2%
+1,155
53
$222K 0.19%
+4,187
54
$212K 0.18%
+3,944
55
$209K 0.18%
+1,863