CWA
Consilium Wealth Advisory Portfolio holdings
AUM
$259M
1-Year Est. Return
25.09%
1 Year Est. Return
+25.09%
AUM
$259M
AUM Growth
+$22.2M
(+9.3%)
Holding
101
Top Buys
| 1 | +$4.55M | |
| 2 | +$1.64M | |
| 3 | +$927K | |
| 4 |
Oracle
ORCL
|
+$858K |
| 5 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
+$749K |
Top Sells
| 1 | +$1.13M | |
| 2 | +$1M | |
| 3 | +$975K | |
| 4 |
Wells Fargo
WFC
|
+$825K |
| 5 |
NVIDIA
NVDA
|
+$694K |
Sector Composition
| 1 | Technology | 19.02% |
| 2 | Industrials | 11.23% |
| 3 | Financials | 10.03% |
| 4 | Communication Services | 4.56% |
| 5 | Healthcare | 3.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Automatic Data Processing
ADP
$114B
| – | – |
-666
|
|