CWM
Collaborative Wealth Management Portfolio holdings
AUM
$229M
1-Year Est. Return
8.57%
1 Year Est. Return
+8.57%
AUM
$214M
AUM Growth
-$6.53M
(-3%)
Holding
180
Top Buys
| 1 | +$670K | |
| 2 | +$504K | |
| 3 | +$317K | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$314K |
| 5 |
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
|
+$287K |
Top Sells
| 1 | +$515K | |
| 2 | +$398K | |
| 3 | +$286K | |
| 4 |
Apple
AAPL
|
+$266K |
| 5 |
Nuveen ESG Small-Cap ETF
NUSC
|
+$262K |
Sector Composition
| 1 | Technology | 3.1% |
| 2 | Consumer Discretionary | 2.94% |
| 3 | Energy | 1.02% |
| 4 | Financials | 0.63% |
| 5 | Communication Services | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares MBS ETF
MBB
$41.7B
| – | – |
-2,201
|
|
||
|
177
Nuveen ESG Small-Cap ETF
NUSC
$1.19B
| – | – |
-6,248
|
|
||
178
Invesco Preferred ETF
PGX
$3.91B
| – | – |
-12,629
|
|
||
179
Invesco S&P 500 GARP ETF
SPGP
$2.64B
| – | – |
-1,954
|
|
||
180
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.3B
| – | – |
-8,721
|
|