CWA
Constellation Wealth Advisors Portfolio holdings
AUM
$903M
1-Year Return
2.38%
This Quarter Return
-8.17%
1 Year Return
-2.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$903M
AUM Growth
-$278M
(-24%)
Cap. Flow
-$196M
Cap. Flow
% of AUM
-21.76%
Top 10 Holdings %
Top 10 Hldgs %
63.58%
Holding
180
New
5
Increased
16
Reduced
39
Closed
98
Top Buys
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$8.19M |
| 2 |
Tyson Foods
TSN
|
$7.3M |
| 3 |
Bank of America
BAC
|
$6.85M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$5.07M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$4.71M |
Top Sells
| 1 |
Liberty Global Class C
LBTYK
|
$12.6M |
| 2 |
Aon
AON
|
$9.22M |
| 3 |
Citigroup
C
|
$8.97M |
| 4 |
UnitedHealth
UNH
|
$8.03M |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$7.71M |
Sector Composition
| 1 | Financials | 7.46% |
| 2 | Healthcare | 6.24% |
| 3 | Industrials | 5.28% |
| 4 | Consumer Staples | 4.48% |
| 5 | Consumer Discretionary | 4.01% |
