CWM
Consultiva Wealth Management Portfolio holdings
AUM
$32.4M
1-Year Return
17.16%
This Quarter Return
+5.25%
1 Year Return
+17.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$4.29M
AUM Growth
–
Cap. Flow
+$4.29M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.59%
Holding
29
New
29
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 1.17% |
| 2 | Consumer Discretionary | 0.47% |
| 3 | Technology | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares MSCI Emerging Markets ETF
EEM
$19B
| $24K | 0.56% |
+467
| New | +$24K |
|
27
Airbnb
ABNB
$76.8B
| $20K | 0.47% |
+135
| New | +$20K |
|
28
Invesco Senior Loan ETF
BKLN
$6.97B
| $19K | 0.44% |
+875
| New | +$19K |
|
29
Apple
AAPL
$3.56T
| $10K | 0.23% |
+73
| New | +$10K |
|