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
$109M
AUM Growth
-$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Sells

1 +$1.03M
2 +$813K
3 +$679K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$651K
5
LOW icon
Lowe's Companies
LOW
+$552K

Sector Composition

1 Technology 5.45%
2 Financials 4.63%
3 Healthcare 3.96%
4 Consumer Staples 2.26%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,102
52
-4,606
53
-1,155
54
-4,187
55
-6,641
56
-6,065
57
-3,944