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
$233M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.21M
2 +$1.64M
3 +$1.25M
4
GD icon
General Dynamics
GD
+$1.21M
5
TGT icon
Target
TGT
+$1.04M

Top Sells

1 +$13.9M
2 +$1.72M
3 +$814K
4
PG icon
Procter & Gamble
PG
+$634K
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$470K

Sector Composition

1 Technology 10.38%
2 Communication Services 5.76%
3 Financials 5.75%
4 Consumer Staples 5.6%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,828