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
176
$243K 0.03%
+4,200
177
$232K 0.03%
+15,001
178
$228K 0.03%
+20,000
179
$221K 0.03%
+20,000
180
$211K 0.03%
+2,833
181
$202K 0.02%
+12,000
182
$185K 0.02%
+10,000
183
$60K 0.01%
+12,175
184
$49K 0.01%
+1,265
4 5 6 7
8