CWA
Consilio Wealth Advisors Portfolio holdings
AUM
$342M
1-Year Est. Return
17.12%
This Fund
S&P 500
1 Year Est. Return
+17.12%
AUM
$342M
AUM Growth
+$37.5M
(+12%)
Holding
103
Top Buys
| 1 | +$13M | |
| 2 | +$8.7M | |
| 3 | +$3.92M | |
| 4 |
Amazon
AMZN
|
+$3.83M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.01M |
Top Sells
| 1 | +$854K | |
| 2 | +$254K | |
| 3 | +$250K | |
| 4 |
Uber
UBER
|
+$250K |
| 5 |
Stryker
SYK
|
+$226K |
Sector Composition
| 1 | Technology | 14.15% |
| 2 | Consumer Discretionary | 8.58% |
| 3 | Communication Services | 2.85% |
| 4 | Financials | 1.79% |
| 5 | Healthcare | 1.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
AT&T
T
$185B
| – | – |
-7,787
|
|
||
|
102
Uber
UBER
$157B
| – | – |
-2,554
|
|
||
103
Union Pacific
UNP
$149B
| – | – |
-861
|
|