CWM
Collaborative Wealth Management Portfolio holdings
AUM
$247M
1-Year Est. Return
8.28%
1 Year Est. Return
+8.28%
AUM
$247M
AUM Growth
+$18M
(+7.8%)
Holding
201
Top Buys
| 1 | +$1.53M | |
| 2 | +$1.06M | |
| 3 | +$976K | |
| 4 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
+$953K |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$738K |
Top Sells
| 1 | +$1.72M | |
| 2 | +$1.08M | |
| 3 | +$1.04M | |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$996K |
| 5 |
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
|
+$912K |
Sector Composition
| 1 | Technology | 3.21% |
| 2 | Consumer Discretionary | 2.52% |
| 3 | Energy | 0.81% |
| 4 | Communication Services | 0.63% |
| 5 | Financials | 0.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Simplify Multi-QIS Alternative ETF
QIS
$69M
| – | – |
-9,185
|
|