CWA
Constellation Wealth Advisors Portfolio holdings
AUM
$903M
1-Year Return
2.38%
This Quarter Return
+0.34%
1 Year Return
-2.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.18B
AUM Growth
+$42.2M
(+3.7%)
Cap. Flow
+$44.3M
Cap. Flow
% of AUM
3.76%
Top 10 Holdings %
Top 10 Hldgs %
51.63%
Holding
186
New
10
Increased
66
Reduced
64
Closed
11
Top Buys
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$20.1M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$11.4M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$6.97M |
| 4 |
Bank of America
BAC
|
$6.92M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$6.24M |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$5.85M |
| 2 |
McDonald's
MCD
|
$4.87M |
| 3 |
JAH
JARDEN CORPORATION
JAH
|
$2.46M |
| 4 |
UnitedHealth
UNH
|
$1.89M |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$1.8M |
Sector Composition
| 1 | Financials | 8.94% |
| 2 | Healthcare | 8.85% |
| 3 | Industrials | 5.88% |
| 4 | Consumer Discretionary | 4.48% |
| 5 | Communication Services | 4.48% |
