CWM

Collaborative Wealth Management Portfolio holdings

AUM $229M
1-Year Est. Return 8.57%
This Quarter Est. Return
1 Year Est. Return
+8.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$222K 0.13%
+91,357
177
$221K 0.13%
+27,277
178
$215K 0.12%
+868
179
$211K 0.12%
+847
180
$211K 0.12%
+4,248
181
$210K 0.12%
+3,630
182
$208K 0.12%
+5,042
183
$208K 0.12%
+14,062
184
$208K 0.12%
+1,028
185
$208K 0.12%
+7,000
186
$206K 0.12%
+11,552
187
$179K 0.1%
+15,324
188
$148K 0.09%
+12,912
189
$133K 0.08%
+11,226