CWI
Conscious Wealth Investments Portfolio holdings
AUM
$169M
1-Year Est. Return
13.74%
1 Year Est. Return
+13.74%
AUM
$169M
AUM Growth
+$12.1M
(+7.7%)
Holding
58
Top Buys
| 1 | +$1.78M | |
| 2 | +$1.49M | |
| 3 | +$1.26M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.15M |
| 5 |
Accenture
ACN
|
+$402K |
Top Sells
| 1 | +$1.9M | |
| 2 | +$123K | |
| 3 | +$99.1K | |
| 4 |
NVIDIA
NVDA
|
+$81K |
| 5 |
Arista Networks
ANET
|
+$75.2K |
Sector Composition
| 1 | Technology | 25.65% |
| 2 | Consumer Discretionary | 12.5% |
| 3 | Financials | 9.48% |
| 4 | Communication Services | 8.66% |
| 5 | Healthcare | 5.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Caterpillar
CAT
$280B
| $373K | 0.22% |
647
|
|
||
52
Hershey
HSY
$36.9B
| $235K | 0.14% |
1,388
|
|
||
53
Constellation Energy
CEG
$110B
| $231K | 0.14% |
612
|
|
||
54
Altria Group
MO
$98.6B
| $228K | 0.14% |
4,042
|
|
||
55
Essex Property Trust
ESS
$16.6B
| $219K | 0.13% |
869
|
|
||
56
Costco
COST
$393B
| $205K | 0.12% |
225
+1
|
|
||
57
Procter & Gamble
PG
$334B
| $203K | 0.12% |
1,348
+7
|
|
||
58
Air Products & Chemicals
APD
$54.1B
| – | – |
-6,446
|
|