CWA
Centerline Wealth Advisors Portfolio holdings
AUM
$278M
1-Year Est. Return
15.97%
This Fund
S&P 500
1 Year Est. Return
+15.97%
AUM
$278M
AUM Growth
+$1.81M
(+0.65%)
Holding
76
Top Buys
| 1 | +$13.3M | |
| 2 | +$7.5M | |
| 3 | +$5.12M | |
| 4 |
JPMorgan Active Value ETF
JAVA
|
+$5.03M |
| 5 |
iShares US Consumer Staples ETF
IYK
|
+$4.6M |
Top Sells
| 1 | +$13.2M | |
| 2 | +$9.85M | |
| 3 | +$5.58M | |
| 4 |
iShares US Financials ETF
IYF
|
+$4.92M |
| 5 |
Fidelity Blue Chip Growth ETF
FBCG
|
+$4.92M |
Sector Composition
| 1 | Technology | 3.83% |
| 2 | Consumer Staples | 0.97% |
| 3 | Communication Services | 0.9% |
| 4 | Financials | 0.52% |
| 5 | Industrials | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Eli Lilly
LLY
$787B
| – | – |
-699
|
|