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
$225M
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.27M
3
+$784K
4
META icon
Meta Platforms (Facebook)
META
+$263K
5
LOW icon
Lowe's Companies
LOW
+$223K

Top Sells

1
+$1.89M
2
+$1.41M
3
+$1.24M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.11M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$429K

Sector Composition

1 Technology 3.82%
2 Healthcare 1.84%
3 Financials 1.81%
4 Consumer Discretionary 1.38%
5 Consumer Staples 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.84K ﹤0.01%
29
77
$2.82K ﹤0.01%
28
-28
78
$2.39K ﹤0.01%
12
79
$2.12K ﹤0.01%
29
80
$1.26K ﹤0.01%
40
+16
81
$124 ﹤0.01%
1
82
– –
-693
83
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-43
84
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-13,615
85
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-338
86
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-26
87
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-1
1 2 3
4