CPW
Catalyst Private Wealth Portfolio holdings
AUM
$225M
1-Year Return
33.45%
This Quarter Return
+3.76%
1 Year Return
+33.45%
3 Year Return
+123.62%
5 Year Return
+146.68%
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.51%
Holding
311
New
311
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Atlassian
TEAM
|
$49.1M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$7.02M |
| 3 |
Lyft
LYFT
|
$4.89M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.67M |
| 5 |
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% |
