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
$132M
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$3.49M
3
+$1.91M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$1.34M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.3M

Top Sells

1
+$9.08M
2
+$2.61M
3
+$1.3M
4
BND icon
Vanguard Total Bond Market
BND
+$1.03M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$749K

Sector Composition

1 Technology 5.66%
2 Industrials 0.58%
3 Consumer Discretionary 0.53%
4 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$222K 0.17%
+440
52
$202K 0.15%
+1,036
53
– –
-25,663
54
– –
-2,279
1 2
3