CWM

Consultiva Wealth Management Portfolio holdings

AUM $32.4M
1-Year Est. Return 17.16%
This Quarter Est. Return
1 Year Est. Return
+17.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$32.4M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1 +$157K
2 +$28.2K
3 +$19.6K
4
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$19.5K
5
UNH icon
UnitedHealth
UNH
+$15.6K

Top Sells

1 +$119K
2 +$71.4K
3 +$68.2K
4
BAC icon
Bank of America
BAC
+$28.4K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$18.9K

Sector Composition

1 Technology 17.94%
2 Industrials 8.63%
3 Financials 7.91%
4 Communication Services 6.6%
5 Consumer Discretionary 3.43%