CWA
Centennial Wealth Advisory Portfolio holdings
AUM
$314M
1-Year Est. Return
13.34%
1 Year Est. Return
+13.34%
AUM
$314M
AUM Growth
+$39.2M
(+14%)
Holding
176
Top Buys
| 1 | +$4.26M | |
| 2 | +$2.73M | |
| 3 | +$2.6M | |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.5M |
| 5 |
Capital Group US Multi-Sector Income ETF
CGMS
|
+$2.39M |
Top Sells
| 1 | +$8.91M | |
| 2 | +$4.49M | |
| 3 | +$2.38M | |
| 4 |
iShares MBS ETF
MBB
|
+$715K |
| 5 |
NiSource
NI
|
+$628K |
Sector Composition
| 1 | Technology | 6.43% |
| 2 | Financials | 3.62% |
| 3 | Utilities | 2.34% |
| 4 | Consumer Staples | 2.09% |
| 5 | Communication Services | 1.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Emerson Electric
EMR
$72.8B
| – | – |
-3,211
|
|