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
151
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+15,700
152
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+15,000
153
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$329K 0.03%
9,920