CWAG

Compton Wealth Advisory Group Portfolio holdings

AUM $458M
1-Year Est. Return 20.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$9.94M
2 +$4.43M
3 +$1.06M
4
MMM icon
3M
MMM
+$456K
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$393K

Sector Composition

1 Technology 11.66%
2 Financials 5.97%
3 Communication Services 4.25%
4 Consumer Staples 3.15%
5 Consumer Discretionary 2.99%