CWI
Conscious Wealth Investments Portfolio holdings
AUM
$157M
1-Year Est. Return
13.7%
1 Year Est. Return
+13.7%
AUM
$157M
AUM Growth
+$12.6M
(+8.7%)
Holding
55
Top Buys
| 1 | +$4.21M | |
| 2 | +$202K | |
| 3 | +$158K | |
| 4 |
PVH
PVH
|
+$104K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$84.5K |
Top Sells
| 1 | +$3.9M | |
| 2 | +$236K | |
| 3 | +$138K | |
| 4 |
Walt Disney
DIS
|
+$24.5K |
| 5 |
Netflix
NFLX
|
+$18.7K |
Sector Composition
| 1 | Technology | 24.51% |
| 2 | Consumer Discretionary | 13.13% |
| 3 | Financials | 10.06% |
| 4 | Communication Services | 8.37% |
| 5 | Industrials | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Essex Property Trust
ESS
$17B
| $253K | 0.16% |
869
|
|
||
52
Altria Group
MO
$109B
| $240K | 0.15% |
4,042
|
|
||
53
Procter & Gamble
PG
$357B
| $210K | 0.13% |
1,341
|
|
||
54
Costco
COST
$413B
| $209K | 0.13% |
224
|
|
||
55
Constellation Energy
CEG
$122B
| $202K | 0.13% |
+612
|
|