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
$225M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$7.56M
2 +$1.24M
3 +$935K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$928K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$727K

Top Sells

1 +$5.47M
2 +$2.82M
3 +$1.58M
4
VTV icon
Vanguard Value ETF
VTV
+$770K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$591K

Sector Composition

1 Technology 34.75%
2 Consumer Discretionary 5.19%
3 Communication Services 3.96%
4 Financials 1.52%
5 Consumer Staples 0.57%