CWM
Certus Wealth Management Portfolio holdings
AUM
$155M
This Quarter Return
-2.28%
1 Year Return
+11.67%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$147M
(-1.4%)
Cap. Flow
+$59.7K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
61.81%
Holding
57
New
–
Increased
21
Reduced
18
Closed
4
Top Buys
| 1 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$1.68M |
| 2 |
iShares S&P 100 ETF
OEF
|
$1.68M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$1.41M |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$1.22M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$967K |
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
$2.19M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$1.64M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.38M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$904K |
| 5 |
iShares US Infrastructure ETF
IFRA
|
$897K |
Sector Composition
| 1 | Technology | 5.13% |
| 2 | Consumer Discretionary | 0.81% |
| 3 | Industrials | 0.47% |
| 4 | Communication Services | 0.35% |
