CWI

Conscious Wealth Investments Portfolio holdings

AUM $157M
1-Year Est. Return 13.7%
This Quarter Est. Return
1 Year Est. Return
+13.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$259K
3
+$249K
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$211K
5
MRK icon
Merck
MRK
+$180K

Top Sells

1
+$3.09M
2
+$255K
3
+$213K
4
NFLX icon
Netflix
NFLX
+$170K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$162K

Sector Composition

1 Technology 13.04%
2 Consumer Discretionary 12.34%
3 Financials 9.95%
4 Communication Services 8.61%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,251
1 2
3