CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.2B
AUM Growth
+$748M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,576
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$269M
3
+$235M
4
LLY icon
Eli Lilly
LLY
+$200M
5
AMD icon
Advanced Micro Devices
AMD
+$127M

Top Sells

1
+$296M
2
+$178M
3
+$161M
4
RTX icon
RTX Corp
RTX
+$144M
5
AMZN icon
Amazon
AMZN
+$143M

Sector Composition

1 Technology 26.14%
2 Financials 11.73%
3 Healthcare 11%
4 Industrials 8.84%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOTZ icon
1001
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.31B
$329K ﹤0.01%
9,069
+478
SWX icon
1002
Southwest Gas
SWX
$6.28B
$328K ﹤0.01%
4,100
+1,712
PNW icon
1003
Pinnacle West Capital
PNW
$12.2B
$327K ﹤0.01%
3,682
-625
RHI icon
1004
Robert Half
RHI
$2.34B
$326K ﹤0.01%
12,006
-1,244
ALGN icon
1005
Align Technology
ALGN
$12.5B
$326K ﹤0.01%
2,088
-1,612
DON icon
1006
WisdomTree US MidCap Dividend Fund
DON
$3.75B
$325K ﹤0.01%
6,293
-300
FCOM icon
1007
Fidelity MSCI Communication Services Index ETF
FCOM
$1.73B
$325K ﹤0.01%
4,431
DBX icon
1008
Dropbox
DBX
$6.03B
$324K ﹤0.01%
11,666
-1,500
RDVY icon
1009
First Trust Rising Dividend Achievers ETF
RDVY
$20.1B
$322K ﹤0.01%
4,628
TTD icon
1010
Trade Desk
TTD
$13B
$321K ﹤0.01%
8,448
+1,663
NWE icon
1011
NorthWestern Energy
NWE
$4.11B
$318K ﹤0.01%
4,932
+45
SCZ icon
1012
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.7B
$318K ﹤0.01%
4,099
-86
DFIC icon
1013
Dimensional International Core Equity 2 ETF
DFIC
$12.9B
$312K ﹤0.01%
+9,050
HYD icon
1014
VanEck High Yield Muni ETF
HYD
$4.19B
$311K ﹤0.01%
6,086
+267
BTC
1015
Grayscale Bitcoin Mini Trust ETF
BTC
$3.08B
$311K ﹤0.01%
8,021
+831
AEG icon
1016
Aegon
AEG
$10.7B
$310K ﹤0.01%
40,187
+1,655
IXUS icon
1017
iShares Core MSCI Total International Stock ETF
IXUS
$53.7B
$309K ﹤0.01%
3,648
+402
VOX icon
1018
Vanguard Communication Services ETF
VOX
$5.94B
$306K ﹤0.01%
1,582
+150
BNDX icon
1019
Vanguard Total International Bond ETF
BNDX
$77.1B
$305K ﹤0.01%
6,318
-2,729
PRFZ icon
1020
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.64B
$303K ﹤0.01%
6,604
+214
DTD icon
1021
WisdomTree US Total Dividend Fund
DTD
$1.51B
$303K ﹤0.01%
3,568
WDIV icon
1022
State Street SPDR S&P Global Dividend ETF
WDIV
$252M
$302K ﹤0.01%
3,999
MLPX icon
1023
Global X MLP & Energy Infrastructure ETF
MLPX
$3.2B
$301K ﹤0.01%
4,977
+302
IYF icon
1024
iShares US Financials ETF
IYF
$3.61B
$301K ﹤0.01%
2,334
+8
ONDS icon
1025
Ondas Inc
ONDS
$4.42B
$300K ﹤0.01%
30,763
+15,636
39 40
41
42 43