CWM
Collaborative Wealth Management Portfolio holdings
AUM
$229M
This Quarter Return
+3.96%
1 Year Return
+8.57%
3 Year Return
+31.97%
5 Year Return
–
10 Year Return
–
AUM
$173M
AUM Growth
–
Cap. Flow
+$173M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.03%
Holding
189
New
189
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.49% |
| 2 | Consumer Discretionary | 1.43% |
| 3 | Financials | 0.71% |
| 4 | Energy | 0.61% |
| 5 | Healthcare | 0.37% |
