CWA
Centerline Wealth Advisors Portfolio holdings
AUM
$204M
This Quarter Return
-0.96%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
–
Cap. Flow
+$171M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.19%
Holding
35
New
35
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Fidelity Blue Chip Growth ETF
FBCG
|
$18.3M |
| 2 |
BlackRock Flexible Income ETF
BINC
|
$17.4M |
| 3 |
Fidelity Total Bond ETF
FBND
|
$15.5M |
| 4 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
$14.7M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$12.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.39% |
| 2 | Consumer Staples | 1.18% |
| 3 | Communication Services | 0.98% |
| 4 | Financials | 0.91% |
| 5 | Healthcare | 0.55% |
