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
$305M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$3.99M
3
+$3.04M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.32M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.91M

Top Sells

1
+$940K
2
+$868K
3
+$164K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$152K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$125K

Sector Composition

1 Technology 2.95%
2 Healthcare 0.98%
3 Consumer Staples 0.96%
4 Financials 0.9%
5 Consumer Discretionary 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,048
77
– –
-5,325
78
– –
-44
79
– –
-178
1 2 3
4