CWI

Conscious Wealth Investments Portfolio holdings

AUM $167M
1-Year Est. Return 12.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$6.06M
3 +$5.76M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$5.4M
5
HD icon
Home Depot
HD
+$5.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.32%
2 Consumer Discretionary 11.79%
3 Financials 8.51%
4 Communication Services 7.44%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.16%
+869