CPWA

Cerro Pacific Wealth Advisors Portfolio holdings

AUM $365M
1-Year Est. Return 14.56%
This Quarter Est. Return
1 Year Est. Return
+14.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.26%
2 Healthcare 7.56%
3 Financials 6.86%
4 Consumer Staples 6.05%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,831