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
$126M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.41M
3
+$1.93M
4
BND icon
Vanguard Total Bond Market
BND
+$1.11M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$971K

Top Sells

1
+$1.62M
2
+$1.17M
3
+$708K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$657K
5
VUG icon
Vanguard Growth ETF
VUG
+$571K

Sector Composition

1 Technology 5.11%
2 Industrials 0.6%
3 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,603
52
– –
-4,985
53
– –
-10,562
54
– –
-2,330
55
– –
-3,685
56
– –
-2,035
57
– –
-2,548
1 2
3