CWA

Constellation Wealth Advisors Portfolio holdings

AUM $903M
1-Year Est. Return 2.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-2.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$75.8M
3
+$6.29M
4
ACM icon
Aecom
ACM
+$5.89M
5
JCI icon
Johnson Controls International
JCI
+$2.7M

Top Sells

1
+$8.54M
2
+$5.6M
3
+$2.81M
4
MON
Monsanto Co
MON
+$1.77M
5
GMLP
Golar LNG Partners LP
GMLP
+$1.71M

Sector Composition

1 Healthcare 9.95%
2 Financials 8.22%
3 Consumer Staples 6.14%
4 Industrials 5.56%
5 Energy 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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215
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