CPW

Catalyst Private Wealth Portfolio holdings

AUM $228M
1-Year Est. Return 29.6%
This Quarter Est. Return
1 Year Est. Return
+29.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1 +$49.1M
2 +$7.02M
3 +$4.89M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.67M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 57.95%
2 Consumer Discretionary 2.41%
3 Communication Services 2.21%
4 Financials 1.44%
5 Healthcare 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$2K ﹤0.01%
+140
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+29