CWA
Centennial Wealth Advisory Portfolio holdings
AUM
$314M
This Quarter Return
+7.89%
1 Year Return
+13.34%
3 Year Return
+44.3%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.87%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$8.36M |
| 2 |
SPDR Gold Trust
GLD
|
$7.38M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$7.18M |
| 4 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
$7.13M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.79M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.26% |
| 2 | Industrials | 0.21% |
| 3 | Consumer Staples | 0.15% |
