CWM
Collaborative Wealth Management Portfolio holdings
AUM
$229M
This Quarter Return
+8.96%
1 Year Return
+8.57%
3 Year Return
+31.97%
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
+$185M
(+10%)
Cap. Flow
+$2.49M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
32.6%
Holding
176
New
13
Increased
41
Reduced
92
Closed
7
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.32% |
| 2 | Consumer Discretionary | 3.01% |
| 3 | Financials | 0.73% |
| 4 | Energy | 0.57% |
| 5 | Healthcare | 0.44% |