CWA
Consilio Wealth Advisors Portfolio holdings
AUM
$280M
This Quarter Return
+5.71%
1 Year Return
+14.53%
3 Year Return
+60.94%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.69%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$15.1M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$14.5M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$13.2M |
| 4 |
iShares MSCI ACWI ex US ETF
ACWX
|
$12M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$9.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.13% |
| 2 | Consumer Discretionary | 0.77% |
| 3 | Healthcare | 0.65% |
| 4 | Financials | 0.51% |
