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
$4.91M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 2.28%
2 Consumer Discretionary 0.43%
3 Technology 0.26%
4 Industrials 0.12%
5 Materials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$21K 0.43%
+135
27
$20K 0.41%
+885
28
$13K 0.26%
+372
29
$6K 0.12%
+118
30
$4K 0.08%
+100