CWM

Certus Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 11.67%
This Quarter Est. Return
1 Year Est. Return
+11.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$3.49M
3
+$3.46M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.68M
5
IYW icon
iShares US Technology ETF
IYW
+$1.56M

Top Sells

1
+$4.04M
2
+$2.88M
3
+$2.56M
4
OEF icon
iShares S&P 100 ETF
OEF
+$1.33M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.17M

Sector Composition

1 Technology 5.73%
2 Industrials 0.66%
3 Consumer Discretionary 0.56%
4 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.83%
4,331
-4,818
27
$1.18M 0.82%
50,372
+8,279
28
$1.15M 0.8%
+15,812
29
$981K 0.68%
19,182
30
$980K 0.68%
10,734
-311
31
$953K 0.66%
1,631
32
$918K 0.64%
19,536
+631
33
$744K 0.52%
25,603
-1,843
34
$727K 0.51%
6,688
+215
35
$683K 0.48%
7,297
+635
36
$682K 0.47%
2,409
-675
37
$645K 0.45%
1,124
38
$599K 0.42%
2,289
39
$567K 0.39%
4,492
-22,860
40
$486K 0.34%
4,458
41
$457K 0.32%
7,962
-7,875
42
$368K 0.26%
854
43
$367K 0.26%
+7,892
44
$365K 0.25%
+3,812
45
$345K 0.24%
8,535
+758
46
$291K 0.2%
12,264
47
$277K 0.19%
739
48
$252K 0.18%
440
49
$215K 0.15%
1,062
+26
50
$207K 0.14%
19,562
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