CWI
Conscious Wealth Investments Portfolio holdings
AUM
$167M
1-Year Est. Return
12.95%
This Fund
S&P 500
1 Year Est. Return
+12.95%
AUM
$169M
AUM Growth
+$12.1M
(+7.7%)
Holding
58
Top Buys
| 1 | +$1.88M | |
| 2 | +$1.4M | |
| 3 | +$1.24M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.05M |
| 5 |
Accenture
ACN
|
+$419K |
Top Sells
| 1 | +$1.9M | |
| 2 | +$91.6K | |
| 3 | +$76.5K | |
| 4 |
NVIDIA
NVDA
|
+$69.7K |
| 5 |
Arista Networks
ANET
|
+$61.4K |
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
$327B
| $373K | 0.22% |
647
|
|
||
52
Hershey
HSY
$44B
| $235K | 0.14% |
1,388
|
|
||
53
Constellation Energy
CEG
$112B
| $231K | 0.14% |
612
|
|
||
54
Altria Group
MO
$114B
| $228K | 0.14% |
4,042
|
|
||
55
Essex Property Trust
ESS
$16.2B
| $219K | 0.13% |
869
|
|
||
56
Costco
COST
$447B
| $205K | 0.12% |
225
+1
|
|
||
57
Procter & Gamble
PG
$356B
| $203K | 0.12% |
1,348
+7
|
|
||
58
Air Products & Chemicals
APD
$64.8B
| – | – |
-6,446
|
|