CWM
Certus Wealth Management Portfolio holdings
AUM
$167M
1-Year Est. Return
14.11%
1 Year Est. Return
+14.11%
AUM
$167M
AUM Growth
+$11.8M
(+7.6%)
Holding
60
Top Buys
| 1 | +$2.34M | |
| 2 | +$1.62M | |
| 3 | +$1.57M | |
| 4 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$1.18M |
| 5 |
Invesco California AMT-Free Municipal Bond ETF
PWZ
|
+$1.15M |
Top Sells
| 1 | +$2.83M | |
| 2 | +$2.32M | |
| 3 | +$1.04M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$912K |
| 5 |
iShares California Muni Bond ETF
CMF
|
+$843K |
Sector Composition
| 1 | Technology | 6.07% |
| 2 | Consumer Discretionary | 0.8% |
| 3 | Industrials | 0.44% |
| 4 | Communication Services | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Meta Platforms (Facebook)
META
$1.7T
| $327K | 0.2% |
445
|
|
||
52
iShares MBS ETF
MBB
$39.1B
| $292K | 0.17% |
3,068
-296
|
|
||
53
iShares Investment Grade Systematic Bond ETF
IGEB
$1.46B
| $285K | 0.17% |
6,195
+198
|
|
||
54
Netflix
NFLX
$425B
| $255K | 0.15% |
2,130
|
|
||
55
iShares Global Energy ETF
IXC
$1.9B
| $224K | 0.13% |
5,354
-2,249
|
|
||
56
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $213K | 0.13% |
+2,062
|
|
||
57
iShares MSCI USA Momentum Factor ETF
MTUM
$20.6B
| $209K | 0.13% |
+816
|
|
||
58
Ford
F
$51.9B
| $200K | 0.12% |
16,702
|
|
||
59
Amazon
AMZN
$2.45T
| – | – |
-1,004
|
|
||
60
Schwab US Aggregate Bond ETF
SCHZ
$9.33B
| – | – |
-11,571
|
|