CW

Cobiz Wealth Portfolio holdings

AUM $506M
1-Year Est. Return 11.06%
This Quarter Est. Return
1 Year Est. Return
+11.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$11.9M
3 +$10.2M
4
JPM icon
JPMorgan Chase
JPM
+$8.69M
5
WFC icon
Wells Fargo
WFC
+$7.72M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.1%
2 Technology 12.1%
3 Healthcare 9.98%
4 Industrials 9.23%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$1K ﹤0.01%
+250
402
$1K ﹤0.01%
+18
403
$0 ﹤0.01%
+2
404
$0 ﹤0.01%
+5
405
$0 ﹤0.01%
+43
406
$0 ﹤0.01%
+4
407
$0 ﹤0.01%
+8
408
$0 ﹤0.01%
+39
409
$0 ﹤0.01%
+400
410
$0 ﹤0.01%
+125