CWM

Certus Wealth Management Portfolio holdings

AUM $167M
1-Year Est. Return 14.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.11%
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
+$5.82M
2
+$3.41M
3
+$3.35M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.58M
5
IYW icon
iShares US Technology ETF
IYW
+$1.52M

Top Sells

1
+$3.89M
2
+$2.78M
3
+$2.46M
4
OEF icon
iShares S&P 100 ETF
OEF
+$1.29M
5
IXN icon
iShares Global Tech ETF
IXN
+$1.15M

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