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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
+1.39%
1 Year Est. Return
+11.59%
3 Year Est. Return
+23.95%
5 Year Est. Return
+6.54%
10 Year Est. Return
AUM
$82.2M
AUM Growth
-$27.6M
Cap. Flow
-$26.2M
Cap. Flow %
-31.91%
Top 10 Hldgs %
99.74%
Holding
12
New
5
Increased
1
Reduced
5
Closed
1
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FTLS icon
1
First Trust Long/Short Equity ETF
FTLS
$2.46B
$36M 43.78%
791,949
-49,516
-6% -$2.26M
WTMF icon
2
WisdomTree Managed Futures Strategy Fund
WTMF
$238M
$18.5M 22.56%
475,935
-63,773
-12% -$2.47M
FPE icon
3
First Trust Preferred Securities and Income ETF
FPE
$6.31B
$10.3M 12.52%
+510,694
New +$10.3M
SPTL icon
4
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$10.2M 12.36%
260,741
-644,216
-71% -$26.8M
HDG icon
5
ProShares Hedge Replication ETF
HDG
$22M
$1.93M 2.35%
+37,325
New +$1.93M
PGHY icon
6
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$221M
$1.62M 1.97%
73,346
-13,547
-16% -$300K
FBND icon
7
Fidelity Total Bond ETF
FBND
$27B
$1.29M 1.57%
+24,657
New +$1.31M
ICVT icon
8
iShares Convertible Bond ETF
ICVT
$7.29B
$1.07M 1.3%
+10,900
New +$1.12M
MSFT icon
9
Microsoft
MSFT
$2.85T
$773K 0.94%
3,281
-114
-3% -$26.4K
XLK icon
10
State Street Technology Select Sector SPDR ETF
XLK
$116B
$320K 0.39%
4,812
+472
+11% +$31.2K
META icon
11
Meta Platforms (Facebook)
META
$1.53T
$211K 0.26%
+717
New +$193K
BIV icon
12
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
-100,100
Closed -$9.29M

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Comprehensive Wealth Management's Q1 2021 Portfolio in Review

As of Q1 2021, Comprehensive Wealth Management held 12 positions worth $82.2M, down 25% from $110M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Comprehensive Wealth Management withdrew a net $26.2M in Q1 2021, closing 1 position and reducing 5 holdings. Its most notable exit was Vanguard Intermediate-Term Bond ETF, an estimated $9.29M position sold in full.

By sector, the portfolio is most concentrated in Technology at 0.94% of assets, up from 0.69% a quarter earlier, followed by Communication Services.

Against the trend, Comprehensive Wealth Management opened a new position in First Trust Preferred Securities and Income ETF worth $10.3M.

  • Comprehensive Wealth Management's largest Q1 2021 buy was First Trust Preferred Securities and Income ETF: 510,694 shares worth $10.3M.
  • Comprehensive Wealth Management added most to State Street Technology Select Sector SPDR ETF in Q1 2021, an estimated $31.2K increase.
  • Comprehensive Wealth Management's biggest Q1 2021 reduction was State Street SPDR Portfolio Long Term Treasury ETF, cutting an estimated $26.8M.
  • Comprehensive Wealth Management fully exited Vanguard Intermediate-Term Bond ETF in Q1 2021, selling an estimated $9.29M.
  • Comprehensive Wealth Management's ten largest holdings make up 100% of its $82.2M portfolio in Q1 2021.
  • Comprehensive Wealth Management opened 5 new positions and closed 1 in Q1 2021.
  • Comprehensive Wealth Management's portfolio value fell 25% quarter-over-quarter to $82.2M.

Based on Comprehensive Wealth Management's 13F filing for Q1 2021, filed 10 Jan 2024.