CSWG

Cardinal Strategic Wealth Guidance Portfolio holdings

AUM $383M
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
-$9.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$1.85M
3
+$1.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.38M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$381K

Top Sells

1
+$3.28M
2
+$2.95M
3
+$2.81M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$962K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$169K

Sector Composition

1 Technology 3.74%
2 Healthcare 1.94%
3 Financials 1.88%
4 Consumer Discretionary 1.32%
5 Consumer Staples 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.4K 0.01%
+300
77
$16.7K 0.01%
+250
78
$14.4K 0.01%
153
+124
79
$5.06K ﹤0.01%
26
80
$4.74K ﹤0.01%
+79
81
$3.3K ﹤0.01%
98
82
$2.27K ﹤0.01%
12
83
$2.01K ﹤0.01%
29
84
$1.21K ﹤0.01%
40
85
$119 ﹤0.01%
1
86
– –
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1 2 3
4