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
$277M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$3.03M
3
+$2.33M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.01M
5
AMGN icon
Amgen
AMGN
+$204K

Top Sells

1
+$4.81M
2
+$4.05M
3
+$1.26M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$551K
5
IYW icon
iShares US Technology ETF
IYW
+$171K

Sector Composition

1 Technology 3.12%
2 Consumer Staples 1.03%
3 Healthcare 1.02%
4 Consumer Discretionary 0.85%
5 Financials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.44K ﹤0.01%
+223
77
$3.77K ﹤0.01%
98
1 2 3
4