CWA

Constellation Wealth Advisors Portfolio holdings

AUM $903M
1-Year Est. Return 2.38%
This Quarter Est. Return
1 Year Est. Return
-2.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$8.5M
3
+$6.08M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.76M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.21M

Top Sells

1
+$5.67M
2
+$3.06M
3
+$2.76M
4
YUM icon
Yum! Brands
YUM
+$2.49M
5
NEM icon
Newmont
NEM
+$2.21M

Sector Composition

1 Healthcare 9.78%
2 Financials 9.56%
3 Consumer Staples 7.65%
4 Communication Services 6.42%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.12M 0.49%
102,600
52
$5.1M 0.49%
160,000
53
$5.01M 0.48%
194,258
+5,609
54
$4.99M 0.48%
103,373
55
$4.9M 0.47%
138,750
56
$4.71M 0.45%
130,030
+1,575
57
$4.65M 0.45%
75,306
+4,339
58
$4.64M 0.45%
54,964
+1,464
59
$4.56M 0.44%
60,569
+36,012
60
$4.49M 0.43%
59,728
+1,678
61
$4.43M 0.43%
45,649
-6,824
62
$4.21M 0.4%
+70,904
63
$4.17M 0.4%
72,000
64
$3.97M 0.38%
56,400
65
$3.87M 0.37%
92,873
+71,794
66
$3.83M 0.37%
46,735
+575
67
$3.67M 0.35%
166,220
+24,540
68
$3.65M 0.35%
72,074
+10,936
69
$3.63M 0.35%
54,378
+8,323
70
$3.58M 0.34%
186,281
+29,905
71
$3.56M 0.34%
77,094
+11,881
72
$3.55M 0.34%
152,400
+23,245
73
$3.51M 0.34%
69,567
+10,986
74
$3.51M 0.34%
63,008
+1,768
75
$3.46M 0.33%
+80,594
1 2
3
4 5