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
$375M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$1.88M
2 +$1.45M
3 +$857K
4
GEV icon
GE Vernova
GEV
+$837K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$782K

Top Sells

1 +$3.84M
2 +$785K
3 +$602K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$504K
5
INTC icon
Intel
INTC
+$272K

Sector Composition

1 Technology 11.46%
2 Financials 5.44%
3 Healthcare 5.21%
4 Consumer Staples 3.61%
5 Consumer Discretionary 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$224K 0.06%
4,469
+33
102
$224K 0.06%
1,943
-2
103
$205K 0.05%
+3,539
104
$204K 0.05%
+484
105
$202K 0.05%
+307
106
-2,303
107
-6,152
108
-1,989