CWM
Certus Wealth Management Portfolio holdings
AUM
$155M
This Quarter Return
+5.13%
1 Year Return
+11.67%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.54%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$14.7M |
| 2 |
Vanguard Total Bond Market
BND
|
$8.97M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$8.77M |
| 4 |
Apple
AAPL
|
$5.34M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7% |
| 2 | Consumer Discretionary | 1.33% |
| 3 | Industrials | 0.77% |
| 4 | Communication Services | 0.2% |
