CWI
Conscious Wealth Investments Portfolio holdings
AUM
$157M
This Quarter Return
+11.78%
1 Year Return
+13.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$125M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.55%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$11.1M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$6.95M |
| 3 |
Home Depot
HD
|
$5.96M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$5.95M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$5.64M |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Essex Property Trust
ESS
$16.8B
| $203K | 0.16% |
+869
| New | +$203K |
|