CWM
Collaborative Wealth Management Portfolio holdings
AUM
$229M
1-Year Return
8.57%
This Quarter Return
-1.15%
1 Year Return
+8.57%
3 Year Return
+31.97%
5 Year Return
–
10 Year Return
–
AUM
$220M
AUM Growth
-$754K
(-0.34%)
Cap. Flow
+$2.33M
Cap. Flow
% of AUM
1.06%
Top 10 Holdings %
Top 10 Hldgs %
35.66%
Holding
187
New
11
Increased
55
Reduced
76
Closed
9
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$737K |
| 2 |
Vanguard Total Bond Market
BND
|
$397K |
| 3 |
Walt Disney
DIS
|
$391K |
| 4 |
Apple
AAPL
|
$388K |
| 5 |
iShares Emerging Markets Dividend ETF
DVYE
|
$335K |
Sector Composition
| 1 | Technology | 3.55% |
| 2 | Consumer Discretionary | 3.05% |
| 3 | Energy | 0.9% |
| 4 | Communication Services | 0.67% |
| 5 | Financials | 0.59% |
