CWAG

Compton Wealth Advisory Group Portfolio holdings

AUM $432M
1-Year Est. Return 17.52%
This Quarter Est. Return
1 Year Est. Return
+17.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$464K
2 +$442K
3 +$373K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$332K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$265K

Sector Composition

1 Technology 9.2%
2 Consumer Staples 8.91%
3 Communication Services 5.92%
4 Financials 5.45%
5 Consumer Discretionary 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,661