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
$149M
AUM Growth
+$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$983K
3
+$694K
4
IAU icon
iShares Gold Trust
IAU
+$649K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$425K

Top Sells

1
+$1.87M
2
+$346K
3
+$136K
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$125K
5
IYW icon
iShares US Technology ETF
IYW
+$73.8K

Sector Composition

1 Technology 5.49%
2 Consumer Discretionary 0.8%
3 Industrials 0.44%
4 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.8%
53,121
+2,749
27
$1.17M 0.78%
25,736
28
$1.14M 0.76%
10,672
+3,984
29
$1.14M 0.76%
10,723
-1,284
30
$1.1M 0.73%
15,812
31
$981K 0.66%
10,534
-200
32
$897K 0.6%
18,765
-771
33
$779K 0.52%
2,222
-67
34
$766K 0.51%
27,361
+1,758
35
$680K 0.46%
1,124
36
$677K 0.45%
2,256
-153
37
$658K 0.44%
1,468
-163
38
$649K 0.43%
+11,831
39
$637K 0.43%
7,023
-274
40
$617K 0.41%
12,290
-6,892
41
$596K 0.4%
4,492
42
$490K 0.33%
4,458
43
$416K 0.28%
10,342
+1,807
44
$385K 0.26%
7,103
-859
45
$380K 0.25%
4,124
+312
46
$339K 0.23%
821
-33
47
$319K 0.21%
445
+5
48
$306K 0.21%
8,342
+2,554
49
$305K 0.2%
739
50
$280K 0.19%
12,264
1
2
3