CWAG

Compton Wealth Advisory Group Portfolio holdings

AUM $458M
1-Year Est. Return 20.32%
This Quarter Est. Return
1 Year Est. Return
+20.32%
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 +$10.1M
2 +$4.4M
3 +$1.07M
4
MMM icon
3M
MMM
+$447K
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$403K

Top Sells

1 +$843K
2 +$579K
3 +$435K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$401K
5
WMT icon
Walmart Inc
WMT
+$285K

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%