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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$8.97M
3
+$8.77M
4
AAPL icon
Apple
AAPL
+$5.34M
5
IEFA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$287K 0.28%
+1,987
52
$284K 0.28%
+834
53
$283K 0.28%
+6,825
54
$269K 0.27%
+2,696
55
$264K 0.26%
+6,746
56
$260K 0.26%
+5,060
57
$256K 0.25%
+16,902
58
$211K 0.21%
+3,591
59
$203K 0.2%
+1,700
60
$203K 0.2%
+739
1 2
3