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
$244M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Sells

1 +$3.75M
2 +$1.19M
3 +$505K
4
PEP icon
PepsiCo
PEP
+$330K
5
TMO icon
Thermo Fisher Scientific
TMO
+$263K

Sector Composition

1 Technology 14.04%
2 Consumer Discretionary 4.94%
3 Communication Services 2.95%
4 Financials 1.79%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-487
77
-1,939
78
-1,252
79
-425
80
-884