CWM
Catalyst Wealth Management Portfolio holdings
AUM
$107M
This Quarter Return
+10.71%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.93%
Holding
126
New
126
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
First Trust Value Line Dividend Fund
FVD
|
$3.27M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$2.98M |
| 3 |
Apple
AAPL
|
$2.47M |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$2.46M |
| 5 |
First Trust Capital Strength ETF
FTCS
|
$2.41M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.01% |
| 2 | Financials | 9.1% |
| 3 | Healthcare | 7.87% |
| 4 | Industrials | 6.9% |
| 5 | Consumer Staples | 5.91% |