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CWM

Comprehensive Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 11.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.35M
3
+$1.76M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.32M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.19M

Top Sells

1
+$3.16M
2
+$2.76M
3
+$960K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$189K
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$170K

Sector Composition

1 Technology 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.8%
46,703
+16,010
27
$1.09M 0.77%
15,956
+4,388
28
$1.02M 0.72%
40,656
+14,621
29
$919K 0.65%
10,821
+2,922
30
$911K 0.65%
35,623
+9,382
31
$842K 0.6%
22,219
+9,242
32
$817K 0.58%
16,018
+7,145
33
$769K 0.55%
7,687
-1,809
34
$647K 0.46%
5,054
-221
35
$469K 0.33%
6,834
-109
36
$437K 0.31%
19,445
-3,550
37
$411K 0.29%
10,544
+3,976
38
$238K 0.17%
5,334
-176
39
$219K 0.16%
4,605
-733
1
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