CWM

Collaborative Wealth Management Portfolio holdings

AUM $247M
1-Year Est. Return 8.28%
This Quarter Est. Return
1 Year Est. Return
+8.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.14%
2 Consumer Discretionary 1.04%
3 Energy 0.68%
4 Financials 0.6%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$205K 0.13%
+5,943
177
$204K 0.13%
+1,037
178
$193K 0.13%
+27,324
179
$181K 0.12%
+15,324
180
$174K 0.11%
+91,357
181
$157K 0.1%
+12,448
182
$133K 0.09%
+12,912
183
$123K 0.08%
+11,226