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
$157M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$189K
3
+$162K
4
PVH icon
PVH
PVH
+$100K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$76K

Top Sells

1
+$3.29M
2
+$169K
3
+$132K
4
DIS icon
Walt Disney
DIS
+$21.2K
5
NFLX icon
Netflix
NFLX
+$18.1K

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
$253K 0.16%
869
52
$240K 0.15%
4,042
53
$210K 0.13%
1,341
54
$209K 0.13%
224
55
$202K 0.13%
+612
1 2
3