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
$185M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.32%
2 Consumer Discretionary 3.01%
3 Financials 0.73%
4 Energy 0.57%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-17,224