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
$252M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$6.77M
3
+$4.33M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.24M
5
IXC icon
iShares Global Energy ETF
IXC
+$2.66M

Top Sells

1
+$6.28M
2
+$3.8M
3
+$2.82M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.33M

Sector Composition

1 Technology 3.52%
2 Financials 1.88%
3 Healthcare 1.58%
4 Consumer Discretionary 1.21%
5 Consumer Staples 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4