CWA

Consilio Wealth Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 14.53%
This Quarter Est. Return
1 Year Est. Return
+14.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.29M
2 +$917K
3 +$807K
4
AAPL icon
Apple
AAPL
+$774K
5
MSFT icon
Microsoft
MSFT
+$735K

Top Sells

1 +$724K
2 +$475K
3 +$217K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$114K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$89.5K

Sector Composition

1 Technology 14.02%
2 Consumer Discretionary 4.49%
3 Communication Services 2.6%
4 Financials 1.57%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,134