CWA
CM Wealth Advisors Portfolio holdings
AUM
$340M
This Quarter Return
-4.97%
1 Year Return
+13.84%
3 Year Return
+60.07%
5 Year Return
–
10 Year Return
–
AUM
$180B
AUM Growth
+$180B
(+110,336%)
Cap. Flow
+$44.5B
Cap. Flow
% of AUM
24.64%
Top 10 Holdings %
Top 10 Hldgs %
79.84%
Holding
74
New
2
Increased
14
Reduced
8
Closed
7
Top Buys
| 1 |
iShares S&P 100 ETF
OEF
|
$40.3B |
| 2 |
iShares Russell 1000 ETF
IWB
|
$1.61B |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.53B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$902M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$887M |
Top Sells
| 1 |
Lincoln Electric
LECO
|
$1.44B |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$1.33B |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$498M |
| 4 |
Abbott
ABT
|
$447M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$20.8M |
Sector Composition
| 1 | Industrials | 20.12% |
| 2 | Technology | 2.45% |
| 3 | Consumer Staples | 1.55% |
| 4 | Healthcare | 1.38% |
| 5 | Financials | 1.26% |
