CWA

Consilium Wealth Advisory Portfolio holdings

AUM $259M
1-Year Est. Return 25.09%
This Quarter Est. Return
1 Year Est. Return
+25.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.7M
AUM Growth
-$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$2.21M
2 +$1.59M
3 +$1.57M
4
DXC icon
DXC Technology
DXC
+$915K
5
IYM icon
iShares US Basic Materials ETF
IYM
+$875K

Sector Composition

1 Technology 17.55%
2 Financials 14.8%
3 Healthcare 8.49%
4 Consumer Discretionary 5.52%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,494