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
$144M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$3.49M
3
+$3.46M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.68M
5
IYW icon
iShares US Technology ETF
IYW
+$1.56M

Top Sells

1
+$4.04M
2
+$2.88M
3
+$2.56M
4
OEF icon
iShares S&P 100 ETF
OEF
+$1.33M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.17M

Sector Composition

1 Technology 5.73%
2 Industrials 0.66%
3 Consumer Discretionary 0.56%
4 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.14%
5,788
-27,719
52
– –
-15,828
53
– –
-8,007
54
– –
-16,862
55
– –
-14,081
56
– –
-8,101
1 2
3