CWA
Centennial Wealth Advisory Portfolio holdings
AUM
$314M
This Quarter Return
+4.69%
1 Year Return
+13.34%
3 Year Return
+44.3%
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+5.6%)
Cap. Flow
+$2.94M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
43.68%
Holding
102
New
25
Increased
45
Reduced
13
Closed
17
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 0.54% |
| 2 | Consumer Staples | 0.44% |
| 3 | Technology | 0.42% |
| 4 | Industrials | 0.32% |
| 5 | Communication Services | 0.29% |