CSWG

Cardinal Strategic Wealth Guidance Portfolio holdings

AUM $372M
1-Year Est. Return 15.55%
This Quarter Est. Return
1 Year Est. Return
+15.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$4.86M
3
+$2.22M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$702K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$461K

Top Sells

1
+$663K
2
+$380K
3
+$269K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$205K
5
MRK icon
Merck
MRK
+$196K

Sector Composition

1 Technology 5.37%
2 Financials 4.07%
3 Healthcare 3.49%
4 Consumer Discretionary 2.17%
5 Consumer Staples 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$209K 0.16%
+5,250
52
– –
-23,810
53
– –
-6,079
1 2
3