CWA
Centennial Wealth Advisory Portfolio holdings
AUM
$314M
1-Year Est. Return
13.34%
1 Year Est. Return
+13.34%
AUM
$275M
AUM Growth
+$20.2M
(+7.9%)
Holding
153
Top Buys
| 1 | +$16.6M | |
| 2 | +$6.47M | |
| 3 | +$4.49M | |
| 4 |
Avantis Core Fixed Income ETF
AVIG
|
+$4.39M |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$2.1M |
Top Sells
| 1 | +$9.87M | |
| 2 | +$5.66M | |
| 3 | +$4.36M | |
| 4 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
+$1.12M |
| 5 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$1.03M |
Sector Composition
| 1 | Technology | 5.71% |
| 2 | Financials | 3.69% |
| 3 | Utilities | 3.06% |
| 4 | Communication Services | 1.86% |
| 5 | Consumer Staples | 1.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WBA
151
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-24,750
|
|
||
152
Whirlpool
WHR
$4.07B
| – | – |
-3,391
|
|
||
153
Invesco S&P MidCap Momentum ETF
XMMO
$5.86B
| – | – |
-35,260
|
|