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
$149M
AUM Growth
+$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$983K
3
+$694K
4
IAU icon
iShares Gold Trust
IAU
+$649K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$425K

Top Sells

1
+$1.87M
2
+$346K
3
+$136K
4
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$125K
5
IYW icon
iShares US Technology ETF
IYW
+$73.8K

Sector Composition

1 Technology 5.49%
2 Consumer Discretionary 0.8%
3 Industrials 0.44%
4 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$234K 0.16%
+1,004
52
$226K 0.15%
5,078
-2,814
53
$219K 0.15%
+213
54
$206K 0.14%
905
-157
55
$205K 0.14%
+2,028
56
$205K 0.14%
+824
57
$181K 0.12%
19,562
1 2
3