CWA
CogentBlue Wealth Advisors Portfolio holdings
AUM
$131M
This Quarter Return
-2.93%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.25%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.52% |
| 2 | Consumer Discretionary | 2.18% |
| 3 | Industrials | 1.52% |
| 4 | Financials | 1.33% |
| 5 | Communication Services | 1.26% |
