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
$266M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$5.74M
2 +$4.64M
3 +$2.18M
4
SYBT icon
Stock Yards Bancorp
SYBT
+$1.08M
5
PNC icon
PNC Financial Services
PNC
+$1.06M

Sector Composition

1 Technology 2.88%
2 Healthcare 1.05%
3 Consumer Staples 1%
4 Financials 0.9%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,004
77
-369