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
$834M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$45.9M
3
+$34.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$34.4M
5
MSFT icon
Microsoft
MSFT
+$18.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.51%
2 Healthcare 9.11%
3 Consumer Staples 8.26%
4 Energy 6.26%
5 Technology 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.42M 0.29%
+47,126
77
$2.41M 0.29%
+32,893
78
$2.34M 0.28%
+18,875
79
$2.3M 0.28%
+120,108
80
$2.24M 0.27%
+67,850
81
$2.21M 0.27%
+44,370
82
$2.2M 0.26%
+158,680
83
$2.08M 0.25%
+147,140
84
$2.08M 0.25%
+47,389
85
$2.06M 0.25%
+120,550
86
$2.05M 0.25%
+36,477
87
$2.05M 0.25%
+30,146
88
$2.05M 0.25%
+43,035
89
$2.05M 0.25%
+36,301
90
$2.03M 0.24%
+69,681
91
$2.01M 0.24%
+32,912
92
$1.98M 0.24%
+49,982
93
$1.98M 0.24%
+18,991
94
$1.95M 0.23%
+47,094
95
$1.94M 0.23%
+40,934
96
$1.84M 0.22%
+100,156
97
$1.83M 0.22%
+41,078
98
$1.76M 0.21%
+46,024
99
$1.76M 0.21%
+124,945
100
$1.76M 0.21%
+24,009
2 3
4
5 6