CWM
Collaborative Wealth Management Portfolio holdings
AUM
$229M
1-Year Return
8.57%
This Quarter Return
+5.72%
1 Year Return
+8.57%
3 Year Return
+31.97%
5 Year Return
–
10 Year Return
–
AUM
$183M
AUM Growth
–
Cap. Flow
+$183M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.08%
Holding
196
New
196
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.57% |
| 2 | Consumer Discretionary | 1.59% |
| 3 | Financials | 0.62% |
| 4 | Healthcare | 0.56% |
| 5 | Communication Services | 0.55% |
