Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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CWA
Centennial Wealth Advisory’s
iShares MSCI USA Min Vol Factor ETF
USMV
Stock Holding History
Centennial Wealth Advisory’s Portfolio
USMV Stock Details
USMV Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
2023
Q3
$2.02M
Buy
2022
Q4
–
Sell
2022
Q3
$3.26M
Buy
2022
Q2
–
Sell
2022
Q1
$5.2M
Buy
2021
Q4
$5.19M
Buy
2021
Q3
$4.37M
Buy
2021
Q2
$4.14M
Buy
2021
Q1
$3.53M
Buy
2020
Q4
$3.13M
Buy
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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