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
$313M
AUM Growth
-$822K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$4.99M
3
+$3.89M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.95M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.62M

Top Sells

1
+$3.65M
2
+$2.44M
3
+$1.55M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$1.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$653K

Sector Composition

1 Technology 2.42%
2 Financials 0.95%
3 Healthcare 0.81%
4 Consumer Staples 0.77%
5 Consumer Discretionary 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-5,959
77
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78
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-9,130
79
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-98
80
– –
-8,194
81
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-1,725
82
– –
-31,216
83
– –
-28,082
84
– –
-150
1 2 3
4